Filed January 31, 2013 (most recent of 3 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 | $108,607 | $83,458+30.1% | $123,104-11.8% | $67,505+60.9% |
| Participation rate | 91.9% | 84.5%+7.4pp | 86.8%+5.1pp | 71.2%+20.7pp |
| Annual return | -0.95% | 1.29%-2.2pp | 13.22%-14.2pp | 6.52%-7.5pp |
| Employer contribution / active EE | $2,477 | $3,087-19.8% | $5,151-51.9% | $2,173+14.0% |
| Participant deferral / active EE | $5,327 | $5,379-1.0% | $6,230-14.5% | $3,597+48.1% |
| Admin fee / account holder | $0 | $60-100.0% | $9,015-100.0% | $56-100.0% |