Filed December 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,182 | $91,538-94.3% | $129,995-96.0% | $75,163-93.1% |
| Participation rate | 98.1% | 71.4%+26.6pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 9.13% | -631.11%+640.2pp | -137.18%+146.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,320-73.0% | $2,670-56.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12 | $6,790-99.8% | $10,614-99.9% | $5,651-99.8% |