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.
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 | $130,569 | $57,651+126.5% | $112,229+16.3% | $71,457+82.7% |
| Participation rate | 94.9% | 58.9%+36.0pp | 72.4%+22.5pp | 67.9%+27.0pp |
| Annual return | 12.26% | 18.32%-6.1pp | 30.20%-17.9pp | 28.85%-16.6pp |
| Employer contribution / active EE | $588 | $1,913-69.3% | $3,430-82.9% | $2,588-77.3% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |