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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,383 | $91,407+28.4% | $135,903-13.6% | $71,457+64.3% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 17.16% | 29.90%-12.7pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,639 | $3,703-28.7% | $4,856-45.6% | $2,588+2.0% |
| Participant deferral / active EE | $9,927 | $7,092+40.0% | $7,758+28.0% | $4,289+131.5% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,762-99.8% | $1,587-98.5% |