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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,034 | $96,484+189.2% | $156,263+78.6% | $74,304+275.5% |
| Participation rate | 99.4% | 67.7%+31.8pp | 78.9%+20.5pp | 60.3%+39.1pp |
| Annual return | 32.84% | 17.73%+15.1pp | 59.47%-26.6pp | 29.43%+3.4pp |
| Employer contribution / active EE | $9,682 | $2,528+282.9% | $4,333+123.4% | $2,241+332.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |