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 | $25,313 | $75,388-66.4% | $123,544-79.5% | $55,725-54.6% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.3%+13.7pp | 70.9%+25.2pp |
| Annual return | 12.26% | 4.48%+7.8pp | 119.20%-106.9pp | 244.93%-232.7pp |
| Employer contribution / active EE | $2,253 | $3,063-26.5% | $4,628-51.3% | $2,078+8.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |