Filed August 11, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,176 | $84,487+328.7% | $125,339+189.0% | $66,914+441.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.23% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $24,289 | $3,553+583.6% | $4,814+404.6% | $2,544+854.7% |
| Participant deferral / active EE | $14,317 | $6,781+111.1% | $7,446+92.3% | $4,237+237.9% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |