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 | $61,276 | $95,918-36.1% | $151,611-59.6% | $77,904-21.3% |
| Participation rate | 98.0% | 88.7%+9.3pp | 87.5%+10.5pp | 73.7%+24.3pp |
| Annual return | -15.72% | -5.50%-10.2pp | 3.33%-19.1pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,442 | $4,330-43.6% | $6,166-60.4% | $2,848-14.2% |
| Participant deferral / active EE | $4,751 | $7,508-36.7% | $8,363-43.2% | $4,806-1.1% |
| Admin fee / account holder | $45 | $93-51.4% | $11,616-99.6% | $133-65.8% |