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 | $77,474 | $130,194-40.5% | $169,993-54.4% | $71,457+8.4% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 19.10% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $4,815 | $4,381+9.9% | $6,785-29.0% | $2,588+86.1% |
| Participant deferral / active EE | $6,281 | $6,923-9.3% | $10,408-39.7% | $4,289+46.4% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.8% |