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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,818 | $41,078+62.7% | $80,569-17.1% | $71,457-6.5% |
| Participation rate | 81.6% | 50.2%+31.4pp | 67.0%+14.6pp | 67.9%+13.7pp |
| Annual return | 201.28% | 38.45%+162.8pp | 935.43%-734.2pp | 28.85%+172.4pp |
| Employer contribution / active EE | $1,209 | $1,506-19.7% | $2,723-55.6% | $2,588-53.3% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |