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 | $166,826 | $64,286+159.5% | $90,951+83.4% | $73,409+127.3% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.0%+29.8pp | 72.2%+26.7pp |
| Annual return | 32.62% | 21.45%+11.2pp | 134.60%-102.0pp | 59.29%-26.7pp |
| Employer contribution / active EE | $3,075 | $895+243.7% | $2,122+44.9% | $2,234+37.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |