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 | $213,405 | $103,282+106.6% | $81,382+162.2% | $99,062+115.4% |
| Participation rate | 76.5% | 73.2%+3.3pp | 69.5%+7.0pp | 71.6%+4.9pp |
| Annual return | 12.19% | 15.11%-2.9pp | 24.73%-12.5pp | 17.66%-5.5pp |
| Employer contribution / active EE | $7,869 | $3,061+157.1% | $2,463+219.5% | $3,262+141.2% |
| Participant deferral / active EE | $8,457 | $4,549+85.9% | $3,883+117.8% | $5,331+58.6% |
| Admin fee / account holder | $0 | $78-100.0% | $5,768-100.0% | $109-100.0% |