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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,066 | $96,403+14.2% | $93,606+17.6% | $77,787+41.5% |
| Participation rate | 73.4% | 87.6%-14.2pp | 75.8%-2.4pp | 73.2%+0.2pp |
| Annual return | 20.34% | 39.36%-19.0pp | 32.76%-12.4pp | 32.57%-12.2pp |
| Employer contribution / active EE | $4,425 | $3,616+22.4% | $2,718+62.8% | $2,504+76.7% |
| Participant deferral / active EE | $5,373 | $5,341+0.6% | $4,069+32.1% | $3,967+35.4% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |