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 | $85,742 | $88,890-3.5% | $102,423-16.3% | $77,643+10.4% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.1pp |
| Annual return | 31.88% | 24.98%+6.9pp | 29.32%+2.6pp | 31.24%+0.6pp |
| Employer contribution / active EE | $3,211 | $2,698+19.0% | $3,023+6.2% | $2,726+17.8% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |