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 | $52,241 | $100,179-47.9% | $84,015-37.8% | $89,569-41.7% |
| Participation rate | 100.0% | 54.1%+45.9pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 20.18% | 22.50%-2.3pp | 71.31%-51.1pp | 34.56%-14.4pp |
| Employer contribution / active EE | $0 | $816-100.0% | $1,983-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $6,101-100.0% | $72-100.0% |