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 | $184,610 | $81,548+126.4% | $141,162+30.8% | $89,569+106.1% |
| Participation rate | 97.7% | 64.9%+32.9pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 26.52% | 47.43%-20.9pp | 71.39%-44.9pp | 34.56%-8.0pp |
| Employer contribution / active EE | $4,296 | $2,272+89.1% | $4,735-9.3% | $2,584+66.2% |
| Participant deferral / active EE | $10,416 | $5,280+97.3% | $6,709+55.3% | $4,220+146.8% |
| Admin fee / account holder | $86 | $68+26.4% | $10,261-99.2% | $72+20.2% |