Filed May 17, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,230 | $130,141-27.6% | $86,677+8.7% | $77,904+21.0% |
| Participation rate | 91.2% | 85.9%+5.2pp | 76.6%+14.6pp | 73.7%+17.5pp |
| Annual return | -15.06% | -12.75%-2.3pp | 35.91%-51.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,385 | $3,220+36.2% | $2,836+54.6% | $2,848+54.0% |
| Participant deferral / active EE | $6,174 | $5,757+7.2% | $4,656+32.6% | $4,806+28.5% |
| Admin fee / account holder | $112 | $132-15.1% | $7,493-98.5% | $133-15.6% |