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 | $73,409 | $98,982-25.8% | $162,163-54.7% | $65,185+12.6% |
| Participation rate | 88.6% | 85.8%+2.8pp | 87.6%+1.1pp | 70.2%+18.4pp |
| Annual return | 22.78% | 24.84%-2.1pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,389 | $3,467-31.1% | $5,614-57.5% | $2,177+9.7% |
| Participant deferral / active EE | $3,867 | $5,384-28.2% | $7,298-47.0% | $3,514+10.0% |
| Admin fee / account holder | $6 | $596-98.9% | $10,843-99.9% | $847-99.2% |