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 | $79,703 | $138,347-42.4% | $184,203-56.7% | $80,856-1.4% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 13.97% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,261 | $4,850-12.2% | $6,427-33.7% | $2,755+54.7% |
| Participant deferral / active EE | $5,527 | $7,071-21.8% | $9,131-39.5% | $4,296+28.7% |
| Admin fee / account holder | $3 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |