Filed May 15, 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 10-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,792 | $136,266-15.8% | $90,749+26.5% | $77,904+47.4% |
| Participation rate | 98.9% | 86.6%+12.3pp | 75.7%+23.2pp | 73.7%+25.2pp |
| Annual return | 5.21% | -11.32%+16.5pp | -12.16%+17.4pp | 12.21%-7.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $2,921-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |