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.
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 | $87,941 | $155,795-43.6% | $136,294-35.5% | $69,631+26.3% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 70.7%+7.5pp |
| Annual return | 18.22% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $11,911 | $5,394+120.8% | $6,247+90.7% | $3,224+269.5% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |