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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,582 | $44,473-47.0% | $76,523-69.2% | $55,725-57.7% |
| Participation rate | 92.7% | 51.0%+41.7pp | 68.0%+24.7pp | 70.9%+21.9pp |
| Annual return | 12.74% | -2.01%+14.8pp | -0.27%+13.0pp | 244.93%-232.2pp |
| Employer contribution / active EE | $2,075 | $1,101+88.4% | $2,647-21.6% | $2,078-0.2% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |