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.
Annual investment return 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 | $218,593 | $53,165+311.2% | $86,188+153.6% | $74,419+193.7% |
| Participation rate | 97.6% | 64.9%+32.8pp | 69.0%+28.7pp | 70.7%+26.9pp |
| Annual return | 3.11% | 22.64%-19.5pp | 1168.45%-1165.3pp | 34.38%-31.3pp |
| Employer contribution / active EE | $2,248 | $1,210+85.8% | $2,380-5.6% | $2,637-14.8% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $12 | $551-97.8% | $6,852-99.8% | $348-96.6% |