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 | $35,095 | $45,031-22.1% | $84,966-58.7% | $77,643-54.8% |
| Participation rate | 98.8% | 48.7%+50.1pp | 67.5%+31.3pp | 70.6%+28.2pp |
| Annual return | -8.71% | 79.22%-87.9pp | 66.38%-75.1pp | 31.24%-39.9pp |
| Employer contribution / active EE | $3,762 | $1,609+133.7% | $2,727+37.9% | $2,726+38.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |