Filed July 19, 2013
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 | $43,436 | $55,472-21.7% | $155,567-72.1% | $74,546-41.7% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 15.38% | 268.72%-253.3pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $4,430 | $2,269+95.2% | $4,674-5.2% | $2,624+68.8% |
| Participant deferral / active EE | $3,311 | $2,838+16.7% | $5,628-41.2% | $4,347-23.8% |
| Admin fee / account holder | $2 | $1,743-99.9% | $15,916-100.0% | $1,944-99.9% |