Filed March 30, 2008
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 | $86,478 | $74,552+16.0% | $62,995+37.3% | $69,631+24.2% |
| Participation rate | 99.7% | 78.3%+21.4pp | 74.8%+24.9pp | 70.7%+29.0pp |
| Annual return | 17.73% | 15.77%+2.0pp | 87.57%-69.8pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $3,502 | $2,929+19.6% | $2,759+26.9% | $2,032+72.3% |
| Participant deferral / active EE | $4,309 | $2,974+44.9% | $3,329+29.4% | $3,224+33.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |