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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,056 | $54,890+0.3% | $63,517-13.3% | $59,188-7.0% |
| Participation rate | 88.0% | 75.6%+12.4pp | 71.0%+16.9pp | 69.4%+18.6pp |
| Annual return | 0.86% | 4.56%-3.7pp | -70.30%+71.2pp | 5.51%-4.6pp |
| Employer contribution / active EE | $727 | $1,831-60.3% | $2,322-68.7% | $2,098-65.4% |
| Participant deferral / active EE | $4,414 | $2,803+57.5% | $2,953+49.4% | $3,265+35.2% |
| Admin fee / account holder | $0 | $66-100.0% | $5,892-100.0% | $92-100.0% |