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 | $167,189 | $122,186+36.8% | $146,958+13.8% | $199,593-16.2% |
| Participation rate | 99.8% | 78.3%+21.5pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 24.49% | 30.56%-6.1pp | 418.34%-393.9pp | 34.25%-9.8pp |
| Employer contribution / active EE | $10,617 | $4,093+159.4% | $4,933+115.2% | $3,034+249.9% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $5 | $179-97.4% | $12,998-100.0% | $269-98.2% |