Filed April 12, 2007
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 | $114,161 | $52,467+117.6% | $57,179+99.7% | $55,167+106.9% |
| Participation rate | 95.2% | 75.8%+19.3pp | 75.3%+19.8pp | 69.0%+26.2pp |
| Annual return | 6.63% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $6,889 | $2,477+178.1% | $2,682+156.8% | $1,963+251.0% |
| Participant deferral / active EE | $7,068 | $2,830+149.7% | $3,096+128.3% | $3,054+131.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |