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 | $78,106 | $136,307-42.7% | $177,821-56.1% | $73,488+6.3% |
| Participation rate | 93.3% | 86.1%+7.2pp | 87.7%+5.6pp | 70.7%+22.6pp |
| Annual return | 14.71% | 18.68%-4.0pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $3,311 | $3,712-10.8% | $5,918-44.1% | $2,270+45.8% |
| Participant deferral / active EE | $5,276 | $5,829-9.5% | $7,714-31.6% | $3,740+41.1% |
| Admin fee / account holder | $3 | $596-99.4% | $12,427-100.0% | $513-99.4% |