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 10-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 | $64,453 | $137,414-53.1% | $189,513-66.0% | $85,850-24.9% |
| Participation rate | 91.5% | 84.6%+6.9pp | 87.8%+3.7pp | 69.3%+22.1pp |
| Annual return | 18.59% | 38.14%-19.6pp | 555.15%-536.6pp | 318.53%-299.9pp |
| Employer contribution / active EE | $3,600 | $4,344-17.1% | $6,162-41.6% | $2,565+40.3% |
| Participant deferral / active EE | $4,635 | $6,260-26.0% | $8,221-43.6% | $3,952+17.3% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |