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 | $18,132 | $136,209-86.7% | $82,313-78.0% | $80,976-77.6% |
| Participation rate | 99.8% | 88.0%+11.8pp | 76.9%+22.9pp | 68.3%+31.5pp |
| Annual return | 18.83% | 21.54%-2.7pp | 25.88%-7.0pp | 22.91%-4.1pp |
| Employer contribution / active EE | $3,763 | $3,633+3.6% | $2,428+54.9% | $2,402+56.6% |
| Participant deferral / active EE | $0 | $6,693-100.0% | $3,706-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |