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.
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 | $31,092 | $61,058-49.1% | $71,209-56.3% | $85,563-63.7% |
| Participation rate | 98.5% | 58.6%+39.9pp | 73.8%+24.7pp | 66.0%+32.5pp |
| Annual return | 11.20% | 100.41%-89.2pp | 282.51%-271.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $3,579 | $2,199+62.8% | $2,721+31.5% | $2,654+34.9% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $855-100.0% | $5,349-100.0% | $834-100.0% |