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.
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 | $112,201 | $37,044+202.9% | $71,796+56.3% | $57,658+94.6% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.1%+28.8pp | 70.2%+27.7pp |
| Annual return | 13.72% | 12.64%+1.1pp | 78.04%-64.3pp | 5.13%+8.6pp |
| Employer contribution / active EE | $4,985 | $720+592.2% | $1,924+159.0% | $1,974+152.6% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |