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 | $87,554 | $148,978-41.2% | $200,582-56.4% | $84,808+3.2% |
| Participation rate | 93.5% | 84.2%+9.2pp | 86.9%+6.6pp | 68.3%+25.2pp |
| Annual return | 14.70% | 28.16%-13.5pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,202 | $4,815-12.7% | $6,419-34.5% | $2,631+59.7% |
| Participant deferral / active EE | $5,806 | $7,142-18.7% | $9,331-37.8% | $4,212+37.9% |
| Admin fee / account holder | $4 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |