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 | $51,940 | $38,510+34.9% | $74,550-30.3% | $73,367-29.2% |
| Participation rate | 100.0% | 53.5%+46.5pp | 69.1%+30.9pp | 69.5%+30.5pp |
| Annual return | 9.41% | -0.94%+10.4pp | 32.53%-23.1pp | 173.45%-164.0pp |
| Employer contribution / active EE | $0 | $774-100.0% | $1,961-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $52-100.0% | $5,060-100.0% | $68-100.0% |