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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,300 | $178,759-46.1% | $102,438-6.0% | $106,408-9.5% |
| Participation rate | 98.4% | 91.3%+7.1pp | 76.5%+21.9pp | 69.9%+28.5pp |
| Annual return | 11.35% | 17.23%-5.9pp | 29.37%-18.0pp | 17.37%-6.0pp |
| Employer contribution / active EE | $4,735 | $5,750-17.6% | $3,024+56.6% | $3,361+40.9% |
| Participant deferral / active EE | $6,455 | $9,466-31.8% | $5,054+27.7% | $5,567+16.0% |
| Admin fee / account holder | $0 | $62-100.0% | $9,448-100.0% | $79-100.0% |