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 | $123,817 | $104,631+18.3% | $98,439+25.8% | $80,160+54.5% |
| Participation rate | 99.3% | 87.5%+11.8pp | 75.2%+24.2pp | 72.9%+26.4pp |
| Annual return | 13.03% | 34.72%-21.7pp | 21.16%-8.1pp | 40.38%-27.4pp |
| Employer contribution / active EE | $6,482 | $4,517+43.5% | $3,048+112.7% | $2,978+117.7% |
| Participant deferral / active EE | $8,014 | $6,545+22.4% | $4,738+69.2% | $5,017+59.7% |
| Admin fee / account holder | $0 | $105-100.0% | $8,948-100.0% | $145-100.0% |