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 | $302,726 | $88,122+243.5% | $141,162+114.5% | $67,579+348.0% |
| Participation rate | 97.0% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.7pp |
| Annual return | 24.09% | 75.40%-51.3pp | 71.39%-47.3pp | 378.56%-354.5pp |
| Employer contribution / active EE | $7,108 | $3,224+120.5% | $4,735+50.1% | $2,148+231.0% |
| Participant deferral / active EE | $11,695 | $5,958+96.3% | $6,709+74.3% | $3,539+230.4% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |