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 | $152,401 | $67,505+125.8% | $63,517+139.9% | $67,505+125.8% |
| Participation rate | 95.7% | 71.2%+24.5pp | 71.0%+24.7pp | 71.2%+24.5pp |
| Annual return | 0.75% | 6.52%-5.8pp | -70.30%+71.0pp | 6.52%-5.8pp |
| Employer contribution / active EE | $4,405 | $2,173+102.8% | $2,322+89.7% | $2,173+102.8% |
| Participant deferral / active EE | $7,459 | $3,597+107.4% | $2,953+152.6% | $3,597+107.4% |
| Admin fee / account holder | $0 | $56-100.0% | $5,892-100.0% | $56-100.0% |