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 | $53,175 | $53,901-1.3% | $134,143-60.4% | $73,488-27.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 12.71% | 15.82%-3.1pp | 36.33%-23.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,127 | $1,458+45.8% | $3,704-42.6% | $2,270-6.3% |
| Participant deferral / active EE | $1,328 | $2,739-51.5% | $3,499-62.0% | $3,740-64.5% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |