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 | $135,412 | $57,976+133.6% | $62,995+115.0% | $62,292+117.4% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 16.34% | 17.54%-1.2pp | 87.57%-71.2pp | 28.90%-12.6pp |
| Employer contribution / active EE | $7,040 | $2,415+191.6% | $2,759+155.2% | $2,042+244.7% |
| Participant deferral / active EE | $7,211 | $2,956+144.0% | $3,329+116.6% | $3,169+127.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |