Filed November 16, 2012
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,626 | $57,150+16.6% | $93,606-28.8% | $106,382-37.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.7%+31.3pp | 69.9%+30.1pp |
| Annual return | 31.70% | 15.81%+15.9pp | 133.20%-101.5pp | 17.37%+14.3pp |
| Employer contribution / active EE | $0 | $1,015-100.0% | $2,420-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,411-100.0% | $5,569-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $8,285-100.0% | $79-100.0% |