Filed August 29, 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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,258 | $44,873-95.0% | $79,464-97.2% | $56,287-96.0% |
| Participation rate | 97.2% | 68.7%+28.4pp | 73.3%+23.8pp | 69.9%+27.3pp |
| Annual return | 1399.08% | 0.81%+1398.3pp | 718.14%+680.9pp | -9.96%+1409.0pp |
| Employer contribution / active EE | $30 | $2,140-98.6% | $2,800-98.9% | $2,111-98.6% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |