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.
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 | $139,201 | $69,763+99.5% | $67,502+106.2% | $74,495+86.9% |
| Participation rate | 88.6% | 71.4%+17.2pp | 72.9%+15.7pp | 67.2%+21.4pp |
| Annual return | 14.72% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $7,703 | $2,704+184.9% | $2,731+182.1% | $2,623+193.7% |
| Participant deferral / active EE | $8,028 | $3,636+120.8% | $4,000+100.7% | $4,346+84.7% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |