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 | $364,198 | $53,165+585.0% | $86,188+322.6% | $74,419+389.4% |
| Participation rate | 98.5% | 64.9%+33.7pp | 69.0%+29.6pp | 70.7%+27.8pp |
| Annual return | 47.29% | 22.64%+24.6pp | 1168.45%-1121.2pp | 34.38%+12.9pp |
| Employer contribution / active EE | $3,439 | $1,210+184.2% | $2,380+44.5% | $2,637+30.4% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |