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.
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 | $9,021 | $72,607-87.6% | $90,749-90.1% | $66,914-86.5% |
| Participation rate | 99.6% | 73.7%+25.9pp | 75.7%+23.9pp | 69.8%+29.8pp |
| Annual return | 56.83% | -12.28%+69.1pp | -12.16%+69.0pp | 1.58%+55.2pp |
| Employer contribution / active EE | $1,020 | $2,369-56.9% | $2,921-65.1% | $2,544-59.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |