Filed December 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,116 | $51,197+21.3% | $82,719-24.9% | $66,914-7.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | 17.90% | -9.64%+27.5pp | 701.18%-683.3pp | 1.58%+16.3pp |
| Employer contribution / active EE | $2,290 | $2,611-12.3% | $3,009-23.9% | $2,544-10.0% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $416-98.9% | $5,329-99.9% | $593-99.2% |