Filed November 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,166 | $84,487+63.5% | $125,339+10.2% | $66,914+106.5% |
| Participation rate | 99.3% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | 17.61% | -8.39%+26.0pp | 572.05%-554.4pp | 1.58%+16.0pp |
| Employer contribution / active EE | $10,459 | $3,553+194.4% | $4,814+117.3% | $2,544+311.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |