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 | $35,063 | $41,647-15.8% | $96,139-63.5% | $86,799-59.6% |
| Participation rate | 93.6% | 50.2%+43.4pp | 68.4%+25.2pp | 72.3%+21.4pp |
| Annual return | 44.19% | 27.24%+16.9pp | 191.94%-147.8pp | 97.91%-53.7pp |
| Employer contribution / active EE | $2,480 | $1,318+88.2% | $2,797-11.3% | $2,405+3.1% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |