Filed April 1, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,805 | $79,184+177.6% | $102,438+114.6% | $74,546+194.9% |
| Participation rate | 89.6% | 74.8%+14.9pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 15.20% | 54.95%-39.8pp | 29.37%-14.2pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,570 | $4,414+3.5% | $5,054-9.6% | $4,347+5.1% |
| Admin fee / account holder | $63 | $2,001-96.8% | $9,448-99.3% | $1,944-96.7% |