Filed January 21, 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 9-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 | $140,687 | $57,108+146.4% | $94,224+49.3% | $52,331+168.8% |
| Participation rate | 99.2% | 72.9%+26.2pp | 78.8%+20.4pp | 68.1%+31.1pp |
| Annual return | 53.92% | 1.47%+52.5pp | 10.68%+43.2pp | 4.54%+49.4pp |
| Employer contribution / active EE | $13,836 | $1,735+697.3% | $3,587+285.8% | $1,882+635.3% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |