Filed August 29, 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 | $122,869 | $42,894+186.5% | $60,874+101.8% | $68,494+79.4% |
| Participation rate | 87.2% | 66.8%+20.4pp | 73.1%+14.1pp | 67.9%+19.3pp |
| Annual return | -12.02% | -13.98%+2.0pp | 16.90%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,709 | $1,978+87.5% | $2,701+37.3% | $2,596+42.9% |
| Participant deferral / active EE | $6,105 | $2,867+112.9% | $3,817+59.9% | $4,027+51.6% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |