Filed November 11, 2009 (most recent of 3 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 | $47,884 | $39,162+22.3% | $100,671-52.4% | $59,632-19.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.47% | 21.07%-19.6pp | 20.43%-19.0pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,272 | $1,151+97.4% | $4,012-43.4% | $2,203+3.1% |
| Participant deferral / active EE | $1,388 | $1,992-30.3% | $3,144-55.8% | $3,192-56.5% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |