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 | $151,432 | $112,623+34.5% | $106,213+42.6% | $199,593-24.1% |
| Participation rate | 71.6% | 86.2%-14.7pp | 75.3%-3.7pp | 72.0%-0.4pp |
| Annual return | 17.21% | 15.57%+1.6pp | 116.14%-98.9pp | 34.25%-17.0pp |
| Employer contribution / active EE | $5,689 | $4,575+24.3% | $3,171+79.4% | $3,034+87.5% |
| Participant deferral / active EE | $7,476 | $6,659+12.3% | $5,016+49.0% | $5,087+47.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |