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 | $41,159 | $34,677+18.7% | $77,024-46.6% | $64,808-36.5% |
| Participation rate | 98.8% | 49.8%+48.9pp | 67.9%+30.9pp | 71.5%+27.3pp |
| Annual return | 5.78% | -5.33%+11.1pp | 42.32%-36.5pp | 32.82%-27.0pp |
| Employer contribution / active EE | $3,671 | $1,370+168.0% | $2,812+30.5% | $2,506+46.5% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |