Filed January 6, 2009
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 | $89,684 | $55,453+61.7% | $170,442-47.4% | $62,292+44.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 21.38%-4.4pp | 205.93%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,455 | $2,164+13.5% | $5,433-54.8% | $2,042+20.2% |
| Participant deferral / active EE | $5,604 | $2,303+143.3% | $4,939+13.4% | $3,169+76.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |