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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,178 | $155,795-43.4% | $136,294-35.3% | $69,631+26.6% |
| Participation rate | 99.3% | 75.2%+24.0pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 24.28% | 232464.33%-232440.1pp | 5155.94%-5131.7pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $4,085 | $2,991+36.6% | $4,695-13.0% | $2,032+101.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |