Filed July 23, 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 | $25,206 | $88,324-71.5% | $115,037-78.1% | $55,191-54.3% |
| Participation rate | 95.9% | 72.5%+23.3pp | 81.4%+14.5pp | 69.2%+26.7pp |
| Annual return | -0.23% | 6.30%-6.5pp | 26.14%-26.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2,507 | $2,805-10.6% | $4,608-45.6% | $1,899+32.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |