Filed February 29, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,385 | $61,272+8.3% | $149,673-55.6% | $71,457-7.1% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.7pp | 67.9%+27.6pp |
| Annual return | 0.00% | 35.85%-35.8pp | 134.42%-134.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $687 | $2,378-71.1% | $4,818-85.7% | $2,588-73.5% |
| Participant deferral / active EE | $954 | $2,917-67.3% | $5,680-83.2% | $4,289-77.8% |
| Admin fee / account holder | $20 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |