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.
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 | $71,732 | $129,021-44.4% | $184,203-61.1% | $77,643-7.6% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 11.98% | 33.27%-21.3pp | 28.81%-16.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $5,943 | $4,413+34.7% | $6,427-7.5% | $2,726+118.0% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |