Filed December 21, 2012
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 | $82,340 | $111,491-26.1% | $189,513-56.6% | $86,799-5.1% |
| Participation rate | 99.2% | 87.3%+11.8pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 30.87% | 83.50%-52.6pp | 555.15%-524.3pp | 97.91%-67.0pp |
| Employer contribution / active EE | $4,718 | $3,951+19.4% | $6,162-23.4% | $2,405+96.2% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |