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.
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 | $268,725 | $86,225+211.7% | $146,665+83.2% | $86,799+209.6% |
| Participation rate | 99.6% | 78.0%+21.7pp | 80.1%+19.6pp | 72.3%+27.4pp |
| Annual return | 66.67% | 31.23%+35.4pp | 22.74%+43.9pp | 97.91%-31.2pp |
| Employer contribution / active EE | $12,279 | $2,392+413.3% | $4,136+196.9% | $2,405+410.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |