Filed July 1, 2013 (most recent of 4 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,959 | $103,641-14.2% | $107,525-17.3% | $102,872-13.5% |
| Participation rate | 99.4% | 79.4%+20.0pp | 75.1%+24.3pp | 73.0%+26.4pp |
| Annual return | 41.15% | 13.08%+28.1pp | 181.32%-140.2pp | 19.06%+22.1pp |
| Employer contribution / active EE | $1,213 | $5,096-76.2% | $3,754-67.7% | $3,526-65.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |