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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,924 | $80,724+462.3% | $103,333+339.3% | $74,495+509.3% |
| Participation rate | 74.8% | 65.7%+9.1pp | 74.5%+0.3pp | 67.2%+7.6pp |
| Annual return | 10.60% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $5,485 | $3,157+73.7% | $3,868+41.8% | $2,623+109.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |