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 | $102,542 | $100,801+1.7% | $149,696-31.5% | $73,409+39.7% |
| Participation rate | 89.6% | 77.7%+11.9pp | 82.5%+7.1pp | 72.2%+17.4pp |
| Annual return | 14.92% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $14,530 | $6,404+126.9% | $6,842+112.4% | $3,805+281.8% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |