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 | $129,405 | $82,093+57.6% | $379,746-65.9% | $73,409+76.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | -14.04% | 18.89%-32.9pp | 34.90%-48.9pp | 59.29%-73.3pp |
| Employer contribution / active EE | $63,509 | $2,847+2131.0% | $3,540+1694.2% | $2,234+2743.4% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |