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 | $117,781 | $136,266-13.6% | $90,749+29.8% | $77,904+51.2% |
| Participation rate | 87.5% | 86.6%+0.9pp | 75.7%+11.8pp | 73.7%+13.9pp |
| Annual return | -13.10% | -11.32%-1.8pp | -12.16%-0.9pp | 12.21%-25.3pp |
| Employer contribution / active EE | $1,479 | $4,215-64.9% | $2,921-49.4% | $2,848-48.1% |
| Participant deferral / active EE | $3,227 | $6,353-49.2% | $4,564-29.3% | $4,806-32.9% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |