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 | $20,330 | $88,122-76.9% | $141,162-85.6% | $67,579-69.9% |
| Participation rate | 96.1% | 76.5%+19.6pp | 82.5%+13.6pp | 71.3%+24.8pp |
| Annual return | -19.57% | 75.40%-95.0pp | 71.39%-91.0pp | 378.56%-398.1pp |
| Employer contribution / active EE | $2,372 | $3,224-26.4% | $4,735-49.9% | $2,148+10.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |