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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,029 | $50,956+343.6% | $96,562+134.1% | $86,799+160.4% |
| Participation rate | 96.3% | 65.2%+31.1pp | 69.8%+26.5pp | 72.3%+24.0pp |
| Annual return | 22.48% | 21.27%+1.2pp | 37.78%-15.3pp | 97.91%-75.4pp |
| Employer contribution / active EE | $2,557 | $1,111+130.2% | $2,356+8.5% | $2,405+6.3% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $39 | $166-76.3% | $6,181-99.4% | $170-76.8% |