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 | $83,025 | $121,341-31.6% | $189,513-56.2% | $79,386+4.6% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.8%+3.3pp | 70.7%+20.4pp |
| Annual return | 15.66% | 21.08%-5.4pp | 555.15%-539.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,421 | $3,915-12.6% | $6,162-44.5% | $2,427+40.9% |
| Participant deferral / active EE | $5,375 | $6,395-16.0% | $8,221-34.6% | $4,046+32.9% |
| Admin fee / account holder | $2 | $651-99.6% | $12,045-100.0% | $626-99.6% |