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 | $56,573 | $110,094-48.6% | $151,611-62.7% | $68,494-17.4% |
| Participation rate | 87.6% | 84.0%+3.7pp | 87.5%+0.1pp | 67.9%+19.8pp |
| Annual return | -16.78% | -10.12%-6.7pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,557 | $4,471-20.4% | $6,166-42.3% | $2,596+37.0% |
| Participant deferral / active EE | $4,394 | $6,527-32.7% | $8,363-47.5% | $4,027+9.1% |
| Admin fee / account holder | $2 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |