Filed January 9, 2013 (most recent of 3 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 9-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 | $71,370 | $112,686-36.7% | $169,993-58.0% | $80,160-11.0% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.3pp |
| Annual return | 17.60% | 67.04%-49.4pp | 53.37%-35.8pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,806 | $4,481-37.4% | $6,785-58.6% | $2,978-5.8% |
| Participant deferral / active EE | $4,990 | $7,876-36.6% | $10,408-52.1% | $5,017-0.6% |
| Admin fee / account holder | $46 | $99-53.9% | $12,815-99.6% | $145-68.5% |