Filed July 8, 2010 (most recent of 2 filings on file)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,782 | $39,122+86.0% | $57,179+27.3% | $62,891+15.7% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.4pp | 69.3%+27.4pp |
| Annual return | 6.43% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,458 | $1,874+137.9% | $2,682+66.2% | $2,281+95.5% |
| Participant deferral / active EE | $2,121 | $2,374-10.6% | $3,096-31.5% | $3,203-33.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |