Filed December 2, 2011 (most recent of 4 filings on file)
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 | $190,470 | $145,877+30.6% | $150,045+26.9% | $102,872+85.2% |
| Participation rate | 99.6% | 79.8%+19.8pp | 82.3%+17.3pp | 73.0%+26.6pp |
| Annual return | 31.97% | 21.37%+10.6pp | 62.55%-30.6pp | 19.06%+12.9pp |
| Employer contribution / active EE | $10,507 | $4,710+123.1% | $4,693+123.9% | $3,526+197.9% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $4 | $176-97.5% | $13,435-100.0% | $292-98.5% |