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 | $142,455 | $107,459+32.6% | $135,903+4.8% | $80,160+77.7% |
| Participation rate | 99.5% | 78.0%+21.4pp | 81.9%+17.6pp | 72.9%+26.6pp |
| Annual return | 35.52% | 91.91%-56.4pp | 68.23%-32.7pp | 40.38%-4.9pp |
| Employer contribution / active EE | $9,669 | $3,877+149.4% | $4,856+99.1% | $2,978+224.7% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $4 | $127-96.6% | $10,762-100.0% | $145-97.0% |