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.
Participant contribution per participant 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 | $183,134 | $63,924+186.5% | $108,579+68.7% | $55,167+232.0% |
| Participation rate | 98.4% | 74.3%+24.1pp | 79.6%+18.9pp | 69.0%+29.4pp |
| Annual return | 21.67% | 15.31%+6.4pp | -51.70%+73.4pp | 169.23%-147.6pp |
| Employer contribution / active EE | $11,952 | $1,879+536.1% | $3,758+218.0% | $1,963+509.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |