Filed April 26, 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.
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 | $5,183 | $85,135-93.9% | $98,907-94.8% | $73,409-92.9% |
| Participation rate | 98.8% | 81.1%+17.7pp | 76.0%+22.8pp | 72.2%+26.6pp |
| Annual return | 4.29% | 19.14%-14.8pp | 196.43%-192.1pp | 59.29%-55.0pp |
| Employer contribution / active EE | $1,202 | $2,721-55.8% | $2,689-55.3% | $2,234-46.2% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |