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 | $45,267 | $82,546-45.2% | $140,016-67.7% | $75,289-39.9% |
| Participation rate | 97.0% | 88.4%+8.7pp | 87.5%+9.5pp | 72.4%+24.6pp |
| Annual return | -4.66% | -0.36%-4.3pp | 651.12%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,089 | $3,856-45.8% | $5,606-62.7% | $2,405-13.1% |
| Participant deferral / active EE | $3,602 | $5,731-37.1% | $6,927-48.0% | $3,739-3.6% |
| Admin fee / account holder | $28 | $86-67.1% | $10,705-99.7% | $102-72.4% |