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.
Participant contribution per participant 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 | $114,957 | $48,261+138.2% | $68,793+67.1% | $55,725+106.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | 19.20% | -2.61%+21.8pp | -4.63%+23.8pp | 244.93%-225.7pp |
| Employer contribution / active EE | $1,837 | $1,742+5.5% | $2,625-30.0% | $2,078-11.6% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |