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 | $106,533 | $120,450-11.6% | $159,436-33.2% | $93,030+14.5% |
| Participation rate | 99.8% | 78.0%+21.8pp | 82.8%+16.9pp | 73.9%+25.9pp |
| Annual return | 5.39% | 27.11%-21.7pp | 263.57%-258.2pp | 158.70%-153.3pp |
| Employer contribution / active EE | $14,196 | $3,526+302.7% | $4,829+193.9% | $2,706+424.7% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,799-100.0% | $152-100.0% |