Filed June 26, 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 | $306,512 | $56,102+446.3% | $101,794+201.1% | $102,872+198.0% |
| Participation rate | 98.7% | 70.4%+28.3pp | 69.2%+29.5pp | 73.0%+25.7pp |
| Annual return | 3.27% | 14.06%-10.8pp | 30.53%-27.3pp | 19.06%-15.8pp |
| Employer contribution / active EE | $5,158 | $1,380+273.7% | $2,289+125.3% | $3,526+46.3% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $24 | $262-90.9% | $8,777-99.7% | $292-91.8% |