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 | $114,358 | $35,485+222.3% | $74,550+53.4% | $55,725+105.2% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.3pp | 70.9%+27.5pp |
| Annual return | 15.80% | 0.72%+15.1pp | 32.53%-16.7pp | 244.93%-229.1pp |
| Employer contribution / active EE | $4,130 | $777+431.4% | $1,961+110.6% | $2,078+98.8% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |