Filed December 21, 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 9-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 | $19,895 | $31,424-36.7% | $81,478-75.6% | $69,631-71.4% |
| Participation rate | 92.2% | 50.8%+41.3pp | 68.0%+24.2pp | 70.7%+21.5pp |
| Annual return | 11.61% | 22.44%-10.8pp | 38.78%-27.2pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $2,003 | $1,029+94.6% | $2,568-22.0% | $2,032-1.4% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |