Filed October 22, 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 | $97,463 | $76,173+28.0% | $81,382+19.8% | $199,593-51.2% |
| Participation rate | 85.2% | 76.3%+9.0pp | 69.5%+15.8pp | 72.0%+13.3pp |
| Annual return | 11.07% | 15.59%-4.5pp | 24.73%-13.7pp | 34.25%-23.2pp |
| Employer contribution / active EE | $3,593 | $2,792+28.7% | $2,463+45.9% | $3,034+18.4% |
| Participant deferral / active EE | $5,466 | $4,201+30.1% | $3,883+40.8% | $5,087+7.5% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |