Filed February 7, 2011
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 | $65,838 | $79,523-17.2% | $140,016-53.0% | $56,287+17.0% |
| Participation rate | 91.4% | 85.7%+5.7pp | 87.5%+3.9pp | 69.9%+21.5pp |
| Annual return | -4.34% | 2.39%-6.7pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,255 | $3,350-32.7% | $5,606-59.8% | $2,111+6.8% |
| Participant deferral / active EE | $3,550 | $5,129-30.8% | $6,927-48.8% | $3,350+6.0% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.3% |