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 | $46,160 | $43,723+5.6% | $121,196-61.9% | $64,186-28.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -3.99% | 68.91%-72.9pp | 16.93%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,275 | $1,296+75.5% | $4,022-43.4% | $2,381-4.4% |
| Participant deferral / active EE | $1,410 | $2,280-38.2% | $3,344-57.8% | $3,470-59.4% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |