Filed November 3, 2013 (most recent of 2 filings on file)
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 4-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.
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 | $16,965 | $126,925-86.6% | $74,183-77.1% | $329,111-94.8% |
| Participation rate | 99.8% | 87.5%+12.2pp | 76.6%+23.2pp | 67.9%+31.9pp |
| Annual return | 9.25% | 10.67%-1.4pp | 17.74%-8.5pp | 16.35%-7.1pp |
| Employer contribution / active EE | $3,208 | $3,536-9.3% | $2,370+35.4% | $2,303+39.3% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |