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 | $154,827 | $87,173+77.6% | $59,878+158.6% | $75,289+105.6% |
| Participation rate | 97.4% | 74.5%+22.9pp | 74.7%+22.7pp | 72.4%+25.0pp |
| Annual return | -3.67% | -2.14%-1.5pp | 3.46%-7.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $14,560 | $3,473+319.2% | $2,722+435.0% | $2,405+505.4% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $3,590-100.0% | $102-100.0% |