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 | $108,757 | $92,091+18.1% | $62,995+72.6% | $77,958+39.5% |
| Participation rate | 94.5% | 74.5%+20.1pp | 74.8%+19.7pp | 71.6%+22.9pp |
| Annual return | 18.24% | 16.23%+2.0pp | 87.57%-69.3pp | 20.87%-2.6pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $10,200 | $3,361+203.5% | $3,329+206.4% | $3,537+188.4% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |