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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,826 | $50,956+382.4% | $96,562+154.6% | $86,799+183.2% |
| Participation rate | 97.9% | 65.2%+32.7pp | 69.8%+28.1pp | 72.3%+25.6pp |
| Annual return | 55.45% | 21.27%+34.2pp | 37.78%+17.7pp | 97.91%-42.5pp |
| Employer contribution / active EE | $2,904 | $1,111+161.5% | $2,356+23.2% | $2,405+20.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |