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 | $103,553 | $101,523+2.0% | $141,162-26.6% | $77,787+33.1% |
| Participation rate | 99.3% | 77.4%+21.9pp | 82.5%+16.8pp | 73.2%+26.1pp |
| Annual return | 36.39% | 56.22%-19.8pp | 71.39%-35.0pp | 32.57%+3.8pp |
| Employer contribution / active EE | $7,009 | $3,341+109.8% | $4,735+48.0% | $2,504+179.8% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $5 | $92-94.6% | $10,261-100.0% | $100-95.0% |