Filed March 20, 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 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 | $25,405 | $75,183-66.2% | $123,892-79.5% | $55,167-53.9% |
| Participation rate | 99.3% | 72.8%+26.5pp | 81.4%+17.9pp | 69.0%+30.4pp |
| Annual return | 18.16% | 19.01%-0.9pp | 47.52%-29.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $1,369 | $2,823-51.5% | $4,617-70.3% | $1,963-30.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |