Filed March 5, 2013 (most recent of 8 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 | $100,095 | $136,307-26.6% | $177,821-43.7% | $73,488+36.2% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.7%+0.4pp | 70.7%+17.5pp |
| Annual return | 16.56% | 18.68%-2.1pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,888 | $3,712-49.1% | $5,918-68.1% | $2,270-16.8% |
| Participant deferral / active EE | $5,250 | $5,829-9.9% | $7,714-31.9% | $3,740+40.4% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.7% |