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 | $128,921 | $114,195+12.9% | $106,548+21.0% | $93,030+38.6% |
| Participation rate | 76.2% | 86.4%-10.2pp | 76.1%0pp | 73.9%+2.3pp |
| Annual return | 12.06% | 22.18%-10.1pp | 26.80%-14.7pp | 158.70%-146.6pp |
| Employer contribution / active EE | $4,626 | $4,009+15.4% | $2,819+64.1% | $2,706+71.0% |
| Participant deferral / active EE | $5,855 | $5,908-0.9% | $4,398+33.1% | $4,562+28.3% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |