Filed June 13, 2011 (most recent of 2 filings on file)
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 | $214,813 | $88,087+143.9% | $164,866+30.3% | $74,546+188.2% |
| Participation rate | 98.8% | 73.1%+25.7pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 28.31% | 17.27%+11.0pp | 69.97%-41.7pp | 1366.03%-1337.7pp |
| Employer contribution / active EE | $11,005 | $2,595+324.0% | $4,343+153.4% | $2,624+319.4% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |