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 | $92,969 | $102,553-9.3% | $151,611-38.7% | $66,914+38.9% |
| Participation rate | 85.8% | 85.5%+0.3pp | 87.5%-1.7pp | 69.8%+16.0pp |
| Annual return | -17.16% | -10.82%-6.3pp | 3.33%-20.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,810 | $4,180-56.7% | $6,166-70.6% | $2,544-28.9% |
| Participant deferral / active EE | $5,880 | $6,641-11.5% | $8,363-29.7% | $4,237+38.8% |
| Admin fee / account holder | $1 | $630-99.8% | $11,616-100.0% | $593-99.8% |