Filed April 24, 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.
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 | $148,544 | $123,077+20.7% | $116,228+27.8% | $102,872+44.4% |
| Participation rate | 87.5% | 87.0%+0.5pp | 74.6%+13.0pp | 73.0%+14.5pp |
| Annual return | 16.95% | 15.84%+1.1pp | 90.06%-73.1pp | 19.06%-2.1pp |
| Employer contribution / active EE | $1,581 | $4,380-63.9% | $2,994-47.2% | $3,526-55.2% |
| Participant deferral / active EE | $3,241 | $6,746-52.0% | $4,953-34.6% | $5,535-41.4% |
| Admin fee / account holder | $0 | $115-100.0% | $11,989-100.0% | $292-100.0% |