Filed March 28, 2012
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 | $38,644 | $84,936-54.5% | $111,297-65.3% | $79,386-51.3% |
| Participation rate | 99.5% | 75.9%+23.6pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 35.72% | 17.45%+18.3pp | 54.65%-18.9pp | 116.85%-81.1pp |
| Employer contribution / active EE | $2,775 | $1,979+40.2% | $2,731+1.6% | $2,427+14.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |