Filed August 30, 2011
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,572 | $134,045-33.2% | $80,019+11.9% | $75,289+19.0% |
| Participation rate | 72.9% | 85.8%-12.8pp | 75.8%-2.9pp | 72.4%+0.5pp |
| Annual return | -5.93% | -0.56%-5.4pp | 11.22%-17.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $4,292 | $3,492+22.9% | $2,468+73.9% | $2,405+78.4% |
| Participant deferral / active EE | $5,186 | $4,976+4.2% | $3,686+40.7% | $3,739+38.7% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |