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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,410 | $95,388+8.4% | $125,339-17.5% | $77,904+32.7% |
| Participation rate | 99.4% | 78.6%+20.8pp | 82.4%+17.0pp | 73.7%+25.7pp |
| Annual return | -7.97% | 116.19%-124.2pp | 572.05%-580.0pp | 12.21%-20.2pp |
| Employer contribution / active EE | $14,236 | $3,666+288.3% | $4,814+195.8% | $2,848+399.9% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |