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 | $76,018 | $45,035+68.8% | $62,995+20.7% | $70,131+8.4% |
| Participation rate | 94.4% | 69.5%+24.8pp | 74.8%+19.6pp | 69.5%+24.8pp |
| Annual return | 15.23% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,943 | $2,051+92.2% | $2,759+42.9% | $2,342+68.3% |
| Participant deferral / active EE | $1,823 | $2,465-26.0% | $3,329-45.2% | $3,332-45.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |