Filed October 16, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,160 | $75,388+242.4% | $123,544+109.0% | $55,725+363.3% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.3%+14.3pp | 70.9%+25.8pp |
| Annual return | -3.62% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $6,994 | $3,063+128.3% | $4,628+51.1% | $2,078+236.5% |
| Participant deferral / active EE | $11,186 | $5,651+98.0% | $6,426+74.1% | $3,356+233.4% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |