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 | $173,013 | $89,497+93.3% | $70,092+146.8% | $78,044+121.7% |
| Participation rate | 91.5% | 79.9%+11.5pp | 70.5%+21.0pp | 74.4%+17.0pp |
| Annual return | -15.76% | -12.39%-3.4pp | 190.73%-206.5pp | 10.87%-26.6pp |
| Employer contribution / active EE | $7,858 | $3,152+149.3% | $2,559+207.1% | $3,125+151.5% |
| Participant deferral / active EE | $9,263 | $4,564+103.0% | $3,849+140.7% | $5,084+82.2% |
| Admin fee / account holder | $0 | $78-100.0% | $6,267-100.0% | $79-100.0% |