Filed February 15, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,026 | $74,706-54.5% | $75,696-55.0% | $79,386-57.1% |
| Participation rate | 98.4% | 75.3%+23.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 19.80% | 18.52%+1.3pp | 104.53%-84.7pp | 116.85%-97.1pp |
| Employer contribution / active EE | $4,040 | $2,590+56.0% | $2,743+47.3% | $2,427+66.4% |
| Participant deferral / active EE | $2,922 | $3,533-17.3% | $3,821-23.5% | $4,046-27.8% |
| Admin fee / account holder | $4 | $374-99.0% | $3,619-99.9% | $626-99.4% |