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 | $108,034 | $132,049-18.2% | $200,582-46.1% | $74,304+45.4% |
| Participation rate | 99.5% | 84.1%+15.4pp | 86.9%+12.6pp | 60.3%+39.1pp |
| Annual return | 16.58% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,186 | $4,558+13.8% | $6,419-19.2% | $2,241+131.4% |
| Participant deferral / active EE | $7,104 | $7,213-1.5% | $9,331-23.9% | $3,767+88.6% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |