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 | $107,625 | $87,173+23.5% | $59,878+79.7% | $75,289+42.9% |
| Participation rate | 94.2% | 74.5%+19.7pp | 74.7%+19.5pp | 72.4%+21.8pp |
| Annual return | -1.98% | -2.14%+0.2pp | 3.46%-5.4pp | -0.04%-1.9pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,781 | $3,379+189.5% | $3,402+187.5% | $3,739+161.6% |
| Admin fee / account holder | $0 | $75-100.0% | $3,590-100.0% | $102-100.0% |