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 | $176,046 | $90,195+95.2% | $125,339+40.5% | $89,394+96.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 82.4%+14.3pp | 71.3%+25.3pp |
| Annual return | -11.95% | -6.51%-5.4pp | 572.05%-584.0pp | -11.89%-0.1pp |
| Employer contribution / active EE | $4,883 | $3,043+60.5% | $4,814+1.4% | $3,022+61.6% |
| Participant deferral / active EE | $11,616 | $7,170+62.0% | $7,446+56.0% | $5,123+126.7% |
| Admin fee / account holder | $55 | $69-20.6% | $10,010-99.4% | $79-30.7% |