Filed March 5, 2013
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 | $101,792 | $41,281+146.6% | $109,313-6.9% | $57,658+76.5% |
| Participation rate | 98.1% | 59.3%+38.8pp | 71.3%+26.8pp | 70.2%+27.9pp |
| Annual return | 48.27% | 8.97%+39.3pp | 22.07%+26.2pp | 5.13%+43.1pp |
| Employer contribution / active EE | $931 | $1,201-22.5% | $3,892-76.1% | $1,974-52.8% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |