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 | $97,443 | $122,239-20.3% | $184,203-47.1% | $74,495+30.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.82% | 19.95%-4.1pp | 28.81%-13.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,557 | $4,537+0.4% | $6,427-29.1% | $2,623+73.7% |
| Participant deferral / active EE | $6,803 | $7,139-4.7% | $9,131-25.5% | $4,346+56.6% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |