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 | $62,725 | $47,540+31.9% | $79,550-21.1% | $89,394-29.8% |
| Participation rate | 100.0% | 54.9%+45.1pp | 69.5%+30.5pp | 71.3%+28.7pp |
| Annual return | 11.52% | -8.05%+19.6pp | 0.16%+11.4pp | -11.89%+23.4pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,985-100.0% | $5,123-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $6,832-100.0% | $79-100.0% |