Filed January 29, 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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,476 | $77,314+189.1% | $177,989+25.6% | $80,856+176.4% |
| Participation rate | 97.8% | 65.7%+32.1pp | 77.1%+20.7pp | 67.6%+30.2pp |
| Annual return | 89.69% | 18.09%+71.6pp | 294.48%-204.8pp | 35.59%+54.1pp |
| Employer contribution / active EE | $12 | $2,292-99.5% | $3,949-99.7% | $2,755-99.6% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $11 | $7,191-99.9% | $10,363-99.9% | $6,918-99.8% |