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 | $67,101 | $125,758-46.6% | $169,993-60.5% | $75,163-10.7% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 17.38% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,129 | $4,615-10.5% | $6,785-39.1% | $2,670+54.7% |
| Participant deferral / active EE | $5,300 | $6,837-22.5% | $10,408-49.1% | $4,125+28.5% |
| Admin fee / account holder | $4 | $8,173-99.9% | $12,815-100.0% | $5,651-99.9% |