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.
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 | $219,805 | $79,171+177.6% | $102,423+114.6% | $74,495+195.1% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 15.20% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,570 | $4,415+3.5% | $5,053-9.6% | $4,346+5.2% |
| Admin fee / account holder | $63 | $2,001-96.8% | $9,451-99.3% | $1,942-96.7% |