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 | $22,194 | $51,197-56.6% | $82,719-73.2% | $66,914-66.8% |
| Participation rate | 93.4% | 67.8%+25.6pp | 72.6%+20.8pp | 69.8%+23.6pp |
| Annual return | -11.71% | -9.64%-2.1pp | 701.18%-712.9pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,309 | $2,611-49.9% | $3,009-56.5% | $2,544-48.6% |
| Participant deferral / active EE | $2,978 | $3,458-13.9% | $4,395-32.2% | $4,237-29.7% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |