Filed July 20, 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 | $92,897 | $68,408+35.8% | $57,179+62.5% | $57,658+61.1% |
| Participation rate | 96.4% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.2pp |
| Annual return | 6.70% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,874 | $2,869+0.2% | $2,682+7.2% | $1,974+45.6% |
| Participant deferral / active EE | $2,892 | $2,903-0.4% | $3,096-6.6% | $3,061-5.5% |
| Admin fee / account holder | $1 | $70-99.1% | $3,139-100.0% | $95-99.4% |