Filed December 2, 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 | $174,297 | $64,286+171.1% | $90,951+91.6% | $73,409+137.4% |
| Participation rate | 94.5% | 63.6%+30.9pp | 69.0%+25.5pp | 72.2%+22.3pp |
| Annual return | 34.05% | 21.45%+12.6pp | 134.60%-100.6pp | 59.29%-25.2pp |
| Employer contribution / active EE | $1,857 | $895+107.6% | $2,122-12.5% | $2,234-16.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $8 | $287-97.3% | $5,959-99.9% | $158-95.1% |