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 | $116,776 | $105,190+11.0% | $98,907+18.1% | $90,288+29.3% |
| Participation rate | 74.2% | 86.4%-12.2pp | 76.0%-1.9pp | 73.4%+0.8pp |
| Annual return | 14.27% | 18.52%-4.3pp | 196.43%-182.2pp | 53.97%-39.7pp |
| Employer contribution / active EE | $4,440 | $3,831+15.9% | $2,689+65.1% | $2,524+75.9% |
| Participant deferral / active EE | $5,289 | $5,616-5.8% | $4,244+24.6% | $4,232+25.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |