Filed July 24, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,093 | $62,267+149.1% | $110,238+40.7% | $55,725+178.3% |
| Participation rate | 99.7% | 78.1%+21.5pp | 79.8%+19.8pp | 70.9%+28.8pp |
| Annual return | 31.48% | -1.07%+32.5pp | 314.74%-283.3pp | 244.93%-213.5pp |
| Employer contribution / active EE | $3,591 | $1,941+85.0% | $3,826-6.2% | $2,078+72.8% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |