Filed April 4, 2011 (most recent of 2 filings on file)
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 | $132,630 | $68,544+93.5% | $115,752+14.6% | $69,631+90.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 70.7%+29.3pp |
| Annual return | -13.94% | 20.97%-34.9pp | 19.41%-33.3pp | 27571.02%-27585.0pp |
| Employer contribution / active EE | $63,869 | $2,400+2561.1% | $3,492+1728.9% | $2,032+3042.9% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |