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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,434 | $78,781-41.1% | $100,516-53.8% | $73,409-36.7% |
| Participation rate | 98.9% | 80.0%+18.9pp | 79.4%+19.5pp | 72.2%+26.7pp |
| Annual return | 113.00% | 31.69%+81.3pp | 30.89%+82.1pp | 59.29%+53.7pp |
| Employer contribution / active EE | $2,244 | $2,420-7.3% | $3,418-34.3% | $2,234+0.5% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $6,270-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $8,081-100.0% | $158-100.0% |