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.
Annual investment return 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 | $100,606 | $96,403+4.4% | $93,606+7.5% | $77,787+29.3% |
| Participation rate | 93.3% | 87.6%+5.7pp | 75.8%+17.5pp | 73.2%+20.1pp |
| Annual return | 17.30% | 39.36%-22.1pp | 32.76%-15.5pp | 32.57%-15.3pp |
| Employer contribution / active EE | $1,459 | $3,616-59.7% | $2,718-46.3% | $2,504-41.8% |
| Participant deferral / active EE | $2,909 | $5,341-45.5% | $4,069-28.5% | $3,967-26.7% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |