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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,214 | $46,722+5.3% | $130,648-62.3% | $65,185-24.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 16.65% | 24.17%-7.5pp | 1708.96%-1692.3pp | 29.38%-12.7pp |
| Employer contribution / active EE | $2,273 | $1,488+52.8% | $4,092-44.4% | $2,177+4.4% |
| Participant deferral / active EE | $1,421 | $2,545-44.2% | $3,603-60.6% | $3,514-59.6% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |