Filed September 20, 2013 (most recent of 2 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,201 | $69,745+99.6% | $67,511+106.2% | $74,546+86.7% |
| Participation rate | 88.6% | 71.3%+17.2pp | 72.9%+15.7pp | 67.2%+21.4pp |
| Annual return | 14.72% | -40.37%+55.1pp | 3517.41%-3502.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $7,703 | $2,705+184.8% | $2,733+181.9% | $2,624+193.5% |
| Participant deferral / active EE | $8,028 | $3,636+120.8% | $4,000+100.7% | $4,347+84.7% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |