Filed December 2, 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 | $182,299 | $3,611,051-95.0% | $123,892+47.1% | $329,111-44.6% |
| Participation rate | 97.6% | 60.7%+36.9pp | 81.4%+16.2pp | 67.9%+29.8pp |
| Annual return | 10.39% | 14.13%-3.7pp | 47.52%-37.1pp | 16.35%-6.0pp |
| Employer contribution / active EE | $4,220 | $1,947+116.7% | $4,617-8.6% | $2,303+83.2% |
| Participant deferral / active EE | $9,612 | $4,426+117.2% | $5,984+60.6% | $3,682+161.1% |
| Admin fee / account holder | $74 | $9,731-99.2% | $8,357-99.1% | $754-90.1% |