Filed May 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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,137 | $107,459-2.2% | $135,903-22.6% | $80,160+31.2% |
| Participation rate | 99.5% | 78.0%+21.4pp | 81.9%+17.6pp | 72.9%+26.6pp |
| Annual return | 9.27% | 91.91%-82.6pp | 68.23%-59.0pp | 40.38%-31.1pp |
| Employer contribution / active EE | $13,574 | $3,877+250.1% | $4,856+179.5% | $2,978+355.9% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |