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 | $38,324 | $40,385-5.1% | $80,569-52.4% | $74,419-48.5% |
| Participation rate | 96.4% | 47.4%+49.0pp | 67.0%+29.4pp | 70.7%+25.7pp |
| Annual return | -3.91% | 164.85%-168.8pp | 935.43%-939.3pp | 34.38%-38.3pp |
| Employer contribution / active EE | $6,832 | $1,496+356.6% | $2,723+150.9% | $2,637+159.0% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |