Filed November 26, 2007 (most recent of 2 filings on file)
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 | $134,906 | $85,199+58.3% | $57,179+135.9% | $63,975+110.9% |
| Participation rate | 96.3% | 74.0%+22.3pp | 75.3%+21.0pp | 71.1%+25.2pp |
| Annual return | 6.94% | 10.43%-3.5pp | 14.59%-7.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $12,020 | $3,446+248.8% | $2,682+348.1% | $2,182+451.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |