Filed November 14, 2013 (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 | $27,674 | $65,409-57.7% | $98,442-71.9% | $85,850-67.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.3%+22.1pp |
| Annual return | 12.47% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,276 | $2,168-41.1% | $2,960-56.9% | $2,565-50.2% |
| Participant deferral / active EE | $3,436 | $3,166+8.5% | $4,276-19.6% | $3,952-13.0% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |