Filed December 19, 2011
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,002 | $122,239+4.7% | $184,203-30.5% | $74,495+71.8% |
| Participation rate | 95.6% | 85.5%+10.1pp | 86.8%+8.8pp | 67.2%+28.4pp |
| Annual return | 16.32% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,414 | $4,537-46.8% | $6,427-62.4% | $2,623-8.0% |
| Participant deferral / active EE | $7,872 | $7,139+10.3% | $9,131-13.8% | $4,346+81.1% |
| Admin fee / account holder | $169 | $1,260-86.6% | $13,901-98.8% | $1,942-91.3% |