Filed August 7, 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 8-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 | $155,796 | $76,173+104.5% | $81,438+91.3% | $199,768-22.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 69.5%+30.5pp | 72.0%+28.0pp |
| Annual return | 14.63% | 15.59%-1.0pp | 24.74%-10.1pp | 34.26%-19.6pp |
| Employer contribution / active EE | $1,599 | $2,792-42.7% | $2,460-35.0% | $3,037-47.3% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $3,883-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $146-100.0% | $5,764-100.0% | $269-100.0% |