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 | $57,982 | $88,480-34.5% | $96,683-40.0% | $80,160-27.7% |
| Participation rate | 98.7% | 79.9%+18.8pp | 74.3%+24.4pp | 72.9%+25.8pp |
| Annual return | 18.86% | 22.53%-3.7pp | 35.69%-16.8pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,383 | $4,176-66.9% | $3,737-63.0% | $2,978-53.5% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-99.9% |