Filed March 2, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,464 | $84,556-13.1% | $116,228-36.8% | $74,304-1.1% |
| Participation rate | 99.5% | 66.0%+33.5pp | 74.6%+24.9pp | 60.3%+39.1pp |
| Annual return | -8.79% | 18.35%-27.1pp | 90.06%-98.8pp | 29.43%-38.2pp |
| Employer contribution / active EE | $3,763 | $2,168+73.6% | $2,994+25.7% | $2,241+67.9% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |