Filed May 16, 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.
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 | $32,425 | $107,378-69.8% | $108,579-70.1% | $57,658-43.8% |
| Participation rate | 99.7% | 77.1%+22.6pp | 79.6%+20.2pp | 70.2%+29.5pp |
| Annual return | 11.97% | 12.80%-0.8pp | -51.70%+63.7pp | 5.13%+6.8pp |
| Employer contribution / active EE | $911 | $1,782-48.8% | $3,758-75.7% | $1,974-53.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |