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 | $107,943 | $136,266-20.8% | $90,749+18.9% | $77,904+38.6% |
| Participation rate | 77.7% | 86.6%-8.9pp | 75.7%+2.1pp | 73.7%+4.1pp |
| Annual return | -13.47% | -11.32%-2.1pp | -12.16%-1.3pp | 12.21%-25.7pp |
| Employer contribution / active EE | $4,950 | $4,215+17.4% | $2,921+69.5% | $2,848+73.8% |
| Participant deferral / active EE | $6,131 | $6,353-3.5% | $4,564+34.3% | $4,806+27.6% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |