Filed October 15, 2012
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 8-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 | $52,124 | $52,670-1.0% | $90,404-42.3% | $73,409-29.0% |
| Participation rate | 98.4% | 67.7%+30.8pp | 72.7%+25.7pp | 72.2%+26.3pp |
| Annual return | 11.95% | 20.70%-8.8pp | 1293.02%-1281.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,028 | $1,872-45.1% | $3,262-68.5% | $2,234-54.0% |
| Participant deferral / active EE | $3,137 | $2,807+11.8% | $3,963-20.8% | $3,805-17.6% |
| Admin fee / account holder | $14 | $117-88.4% | $5,611-99.8% | $158-91.4% |