Filed December 13, 2013
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.
Employer contribution per participant 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 | $120,708 | $65,862+83.3% | $124,672-3.2% | $79,386+52.1% |
| Participation rate | 93.6% | 62.2%+31.4pp | 74.6%+19.0pp | 70.7%+22.9pp |
| Annual return | 13.63% | 19.02%-5.4pp | 5142.93%-5129.3pp | 116.85%-103.2pp |
| Employer contribution / active EE | $4 | $1,883-99.8% | $3,324-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,614-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |