Filed December 25, 2013 (most recent of 2 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 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.
Annual investment return 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 | $232,291 | $55,449+318.9% | $83,848+177.0% | $56,287+312.7% |
| Participation rate | 82.7% | 68.0%+14.7pp | 76.1%+6.5pp | 69.9%+12.8pp |
| Annual return | -13.12% | -1.38%-11.7pp | 850.88%-864.0pp | -9.96%-3.2pp |
| Employer contribution / active EE | $9,055 | $2,430+272.6% | $3,631+149.4% | $2,111+328.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9 | $656-98.7% | $5,478-99.8% | $521-98.3% |