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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $311,717 | $48,698+540.1% | $93,606+233.0% | $199,593+56.2% |
| Participation rate | 98.8% | 63.5%+35.2pp | 68.7%+30.0pp | 72.0%+26.8pp |
| Annual return | 9.69% | 15.34%-5.7pp | 133.20%-123.5pp | 34.25%-24.6pp |
| Employer contribution / active EE | $5,249 | $1,135+362.5% | $2,420+116.9% | $3,034+73.0% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $10 | $195-94.7% | $8,285-99.9% | $269-96.1% |