Filed March 12, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,286 | $183,519-41.5% | $155,509-31.0% | $145,922-26.5% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 15.37% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,496 | $6,462+62.4% | $5,626+86.6% | $6,688+56.9% |
| Admin fee / account holder | $28 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |