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.
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 | $23,138 | $155,795-85.1% | $136,294-83.0% | $69,631-66.8% |
| Participation rate | 96.8% | 75.2%+21.5pp | 81.9%+14.8pp | 70.7%+26.1pp |
| Annual return | -11.36% | 232464.33%-232475.7pp | 5155.94%-5167.3pp | 27571.02%-27582.4pp |
| Employer contribution / active EE | $2,291 | $2,991-23.4% | $4,695-51.2% | $2,032+12.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |