Filed May 15, 2013 (most recent of 5 filings on file)
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,784 | $65,592-63.7% | $90,160-73.6% | $69,631-65.8% |
| Participation rate | 99.8% | 77.6%+22.1pp | 76.9%+22.9pp | 70.7%+29.1pp |
| Annual return | 0.00% | 57.10%-57.1pp | 34.88%-34.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $992 | $2,193-54.8% | $3,318-70.1% | $2,032-51.2% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,288-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |