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.
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 | $292,797 | $42,353+591.3% | $79,550+268.1% | $64,808+351.8% |
| Participation rate | 99.1% | 64.8%+34.3pp | 69.5%+29.6pp | 71.5%+27.6pp |
| Annual return | 24.67% | -12.24%+36.9pp | 0.16%+24.5pp | 32.82%-8.1pp |
| Employer contribution / active EE | $3,141 | $1,181+166.1% | $2,413+30.2% | $2,506+25.4% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $160-96.6% | $6,832-99.9% | $188-97.1% |