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 | $23,390 | $39,948-41.4% | $89,391-73.8% | $73,409-68.1% |
| Participation rate | 94.7% | 50.4%+44.3pp | 68.0%+26.8pp | 72.2%+22.6pp |
| Annual return | -12.83% | 50.12%-63.0pp | 245.62%-258.4pp | 59.29%-72.1pp |
| Employer contribution / active EE | $3,428 | $1,200+185.7% | $2,586+32.6% | $2,234+53.5% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |