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.
Participant contribution per participant 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 | $81,464 | $164,350-50.4% | $95,952-15.1% | $106,222-23.3% |
| Participation rate | 98.6% | 90.5%+8.1pp | 77.1%+21.5pp | 70.8%+27.8pp |
| Annual return | 14.08% | 14.56%-0.5pp | 91.61%-77.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $2,026 | $4,292-52.8% | $2,541-20.2% | $2,723-25.6% |
| Participant deferral / active EE | $3,922 | $7,854-50.1% | $4,167-5.9% | $4,600-14.7% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |