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 | $80,753 | $61,756+30.8% | $70,092+15.2% | $77,904+3.7% |
| Participation rate | 91.6% | 79.9%+11.8pp | 70.5%+21.2pp | 73.7%+18.0pp |
| Annual return | -13.78% | -11.86%-1.9pp | 190.73%-204.5pp | 12.21%-26.0pp |
| Employer contribution / active EE | $6,358 | $2,706+134.9% | $2,559+148.5% | $2,848+123.3% |
| Participant deferral / active EE | $5,370 | $3,977+35.0% | $3,849+39.5% | $4,806+11.7% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |