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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,061 | $95,388+46.8% | $125,339+11.7% | $77,904+79.8% |
| Participation rate | 99.6% | 78.6%+21.0pp | 82.4%+17.2pp | 73.7%+25.9pp |
| Annual return | 22.26% | 116.19%-93.9pp | 572.05%-549.8pp | 12.21%+10.1pp |
| Employer contribution / active EE | $10,380 | $3,666+183.1% | $4,814+115.6% | $2,848+264.5% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $5 | $119-96.0% | $10,010-100.0% | $133-96.4% |