Filed March 6, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,157 | $84,487+39.9% | $125,339-5.7% | $66,914+76.6% |
| Participation rate | 95.5% | 76.4%+19.1pp | 82.4%+13.1pp | 69.8%+25.7pp |
| Annual return | -16.30% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,513 | $3,553-29.3% | $4,814-47.8% | $2,544-1.2% |
| Participant deferral / active EE | $9,105 | $6,781+34.3% | $7,446+22.3% | $4,237+114.9% |
| Admin fee / account holder | $19 | $685-97.2% | $10,010-99.8% | $593-96.8% |