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 | $96,951 | $102,204-5.1% | $145,661-33.4% | $85,563+13.3% |
| Participation rate | 95.3% | 70.6%+24.8pp | 77.2%+18.1pp | 66.0%+29.4pp |
| Annual return | -15.03% | 16.68%-31.7pp | 101.46%-116.5pp | 31.51%-46.5pp |
| Employer contribution / active EE | $35,954 | $3,600+898.6% | $4,238+748.5% | $2,654+1254.9% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $7,198-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $12,466-100.0% | $834-100.0% |