Filed March 25, 2012 (most recent of 2 filings on file)
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 10-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 | $28,429 | $65,908-56.9% | $81,812-65.3% | $77,643-63.4% |
| Participation rate | 99.3% | 65.8%+33.5pp | 72.3%+27.0pp | 70.6%+28.8pp |
| Annual return | 14.39% | 26.64%-12.3pp | 773.79%-759.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,658 | $2,370+54.3% | $2,912+25.6% | $2,726+34.2% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $526-100.0% | $7,386-100.0% | $430-100.0% |