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 | $58,759 | $48,464+21.2% | $90,951-35.4% | $106,222-44.7% |
| Participation rate | 100.0% | 53.1%+46.9pp | 69.0%+31.0pp | 70.8%+29.2pp |
| Annual return | 28.37% | 16.72%+11.7pp | 134.60%-106.2pp | 21.69%+6.7pp |
| Employer contribution / active EE | $0 | $939-100.0% | $2,122-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $58-100.0% | $5,959-100.0% | $78-100.0% |