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 | $221,549 | $42,353+423.1% | $79,550+178.5% | $64,808+241.9% |
| Participation rate | 96.0% | 64.8%+31.3pp | 69.5%+26.5pp | 71.5%+24.6pp |
| Annual return | 1.37% | -12.24%+13.6pp | 0.16%+1.2pp | 32.82%-31.4pp |
| Employer contribution / active EE | $2,261 | $1,181+91.5% | $2,413-6.3% | $2,506-9.8% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |