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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,585 | $178,759+85.5% | $102,438+223.7% | $106,408+211.6% |
| Participation rate | 95.6% | 91.3%+4.3pp | 76.5%+19.1pp | 69.9%+25.7pp |
| Annual return | 14.72% | 17.23%-2.5pp | 29.37%-14.6pp | 17.37%-2.7pp |
| Employer contribution / active EE | $9,154 | $5,750+59.2% | $3,024+202.7% | $3,361+172.3% |
| Participant deferral / active EE | $14,073 | $9,466+48.7% | $5,054+178.5% | $5,567+152.8% |
| Admin fee / account holder | $0 | $62-100.0% | $9,448-100.0% | $79-100.0% |