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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,598 | $110,699-38.9% | $177,821-62.0% | $90,288-25.1% |
| Participation rate | 98.0% | 88.3%+9.7pp | 87.7%+10.3pp | 73.4%+24.7pp |
| Annual return | 19.35% | 22.79%-3.4pp | 48.32%-29.0pp | 53.97%-34.6pp |
| Employer contribution / active EE | $2,120 | $4,118-48.5% | $5,918-64.2% | $2,524-16.0% |
| Participant deferral / active EE | $3,982 | $6,731-40.8% | $7,714-48.4% | $4,232-5.9% |
| Admin fee / account holder | $37 | $90-58.9% | $12,427-99.7% | $114-67.5% |