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 | $67,122 | $241,101-72.2% | $103,333-35.0% | $199,593-66.4% |
| Participation rate | 99.1% | 78.3%+20.8pp | 74.5%+24.6pp | 72.0%+27.2pp |
| Annual return | 20.68% | 17.80%+2.9pp | 24.88%-4.2pp | 34.25%-13.6pp |
| Employer contribution / active EE | $5,480 | $4,244+29.1% | $3,868+41.7% | $3,034+80.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |