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 | $339,723 | $100,801+237.0% | $149,696+126.9% | $73,409+362.8% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.6pp | 72.2%+24.9pp |
| Annual return | 16.88% | 265.34%-248.5pp | 276.60%-259.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $7,881 | $3,312+138.0% | $4,644+69.7% | $2,234+252.8% |
| Participant deferral / active EE | $12,754 | $6,404+99.1% | $6,842+86.4% | $3,805+235.2% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |