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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,359 | $68,914+89.2% | $136,749-4.7% | $74,304+75.4% |
| Participation rate | 98.7% | 51.3%+47.4pp | 72.1%+26.6pp | 60.3%+38.4pp |
| Annual return | 0.68% | 16.34%-15.7pp | 24.33%-23.6pp | 29.43%-28.7pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,541-100.0% | $4,692-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,149-100.0% | $11,386-100.0% | $2,969-100.0% |