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 | $49,126 | $89,274-45.0% | $149,718-67.2% | $77,958-37.0% |
| Participation rate | 97.1% | 87.6%+9.5pp | 87.1%+10.0pp | 71.6%+25.4pp |
| Annual return | 18.06% | 20.36%-2.3pp | 1501.63%-1483.6pp | 20.87%-2.8pp |
| Employer contribution / active EE | $3,005 | $3,727-19.4% | $5,445-44.8% | $2,310+30.1% |
| Participant deferral / active EE | $3,452 | $5,382-35.9% | $6,569-47.4% | $3,537-2.4% |
| Admin fee / account holder | $22 | $240-90.8% | $11,283-99.8% | $97-77.2% |