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 | $155,913 | $71,505+118.0% | $123,544+26.2% | $73,367+112.5% |
| Participation rate | 97.9% | 64.9%+33.0pp | 82.3%+15.6pp | 69.5%+28.5pp |
| Annual return | -5.12% | 6.94%-12.1pp | 119.20%-124.3pp | 173.45%-178.6pp |
| Employer contribution / active EE | $4,262 | $2,011+111.9% | $4,628-7.9% | $2,499+70.6% |
| Participant deferral / active EE | $10,093 | $4,928+104.8% | $6,426+57.1% | $4,033+150.3% |
| Admin fee / account holder | $79 | $66+19.1% | $9,284-99.2% | $68+14.9% |