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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,975 | $134,045-32.1% | $80,019+13.7% | $75,289+20.8% |
| Participation rate | 93.3% | 85.8%+7.6pp | 75.8%+17.5pp | 72.4%+20.9pp |
| Annual return | 16.29% | -0.56%+16.9pp | 11.22%+5.1pp | -0.04%+16.3pp |
| Employer contribution / active EE | $1,367 | $3,492-60.9% | $2,468-44.6% | $2,405-43.2% |
| Participant deferral / active EE | $2,744 | $4,976-44.9% | $3,686-25.6% | $3,739-26.6% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |