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 | $24,915 | $62,543-60.2% | $83,333-70.1% | $55,725-55.3% |
| Participation rate | 99.8% | 78.4%+21.4pp | 77.8%+22.0pp | 70.9%+28.9pp |
| Annual return | 5.09% | 14.85%-9.8pp | 10.63%-5.5pp | 244.93%-239.8pp |
| Employer contribution / active EE | $610 | $2,427-74.9% | $3,379-81.9% | $2,078-70.6% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,510-100.0% | $115-100.0% |