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 | $191,129 | $162,322+17.7% | $135,903+40.6% | - |
| Participation rate | 87.1% | 71.5%+15.6pp | 81.9%+5.2pp | - |
| Annual return | 99.17% | 15.15%+84.0pp | 68.23%+30.9pp | - |
| Employer contribution / active EE | $7,814 | $3,400+129.8% | $4,856+60.9% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,758-100.0% | - |
| Admin fee / account holder | $2 | $23,877-100.0% | $10,762-100.0% | - |