Filed December 19, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,837 | $58,923+37.2% | $97,167-16.8% | $74,546+8.4% |
| Participation rate | 99.2% | 63.6%+35.6pp | 72.7%+26.5pp | 67.2%+32.0pp |
| Annual return | 8.57% | 16.04%-7.5pp | 75.27%-66.7pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $5,342 | $1,894+182.1% | $2,729+95.7% | $2,624+103.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $12 | $1,974-99.4% | $5,650-99.8% | $1,944-99.4% |