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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,547 | $75,388-2.4% | $123,544-40.5% | $55,725+32.0% |
| Participation rate | 89.5% | 75.7%+13.9pp | 82.3%+7.2pp | 70.9%+18.7pp |
| Annual return | -8.63% | 4.48%-13.1pp | 119.20%-127.8pp | 244.93%-253.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $14,219 | $5,651+151.6% | $6,426+121.3% | $3,356+323.7% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |