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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,297 | $76,774-26.7% | $112,228-49.8% | $77,904-27.7% |
| Participation rate | 98.9% | 80.2%+18.7pp | 75.1%+23.8pp | 73.7%+25.2pp |
| Annual return | 21.00% | -10.25%+31.3pp | 27.45%-6.4pp | 12.21%+8.8pp |
| Employer contribution / active EE | $1,589 | $3,977-60.0% | $3,635-56.3% | $2,848-44.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |