Filed January 3, 2012
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,562 | $81,233-88.2% | $155,567-93.9% | $80,874-88.2% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.2pp | 67.6%+14.7pp |
| Annual return | 5.17% | 33.33%-28.2pp | 64.74%-59.6pp | 35.62%-30.4pp |
| Employer contribution / active EE | $741 | $3,101-76.1% | $4,674-84.2% | $2,756-73.1% |
| Participant deferral / active EE | $1,327 | $3,452-61.6% | $5,628-76.4% | $4,297-69.1% |
| Admin fee / account holder | $192 | $7,998-97.6% | $15,916-98.8% | $6,935-97.2% |