Filed October 15, 2013
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 5-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,624 | $52,293-87.3% | $178,490-96.3% | $73,409-91.0% |
| Participation rate | 82.1% | 65.3%+16.8pp | 81.9%+0.2pp | 72.2%+9.9pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $881 | $1,735-49.2% | $5,011-82.4% | $2,234-60.5% |
| Participant deferral / active EE | $1,966 | $2,332-15.7% | $5,202-62.2% | $3,805-48.3% |
| Admin fee / account holder | $20 | $127-84.4% | $13,984-99.9% | $158-87.4% |