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 | $119,252 | $127,481-6.5% | $149,696-20.3% | $90,288+32.1% |
| Participation rate | 99.7% | 78.2%+21.5pp | 82.5%+17.3pp | 73.4%+26.4pp |
| Annual return | 26.18% | 57.78%-31.6pp | 276.60%-250.4pp | 53.97%-27.8pp |
| Employer contribution / active EE | $8,489 | $3,448+146.2% | $4,644+82.8% | $2,524+236.3% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $4 | $152-97.2% | $9,309-100.0% | $114-96.2% |