Filed February 5, 2008
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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $350,039 | $62,267+462.2% | $110,238+217.5% | $55,725+528.2% |
| Participation rate | 98.9% | 78.1%+20.8pp | 79.8%+19.1pp | 70.9%+28.0pp |
| Annual return | 0.00% | -1.07%+1.1pp | 314.74%-314.7pp | 244.93%-244.9pp |
| Employer contribution / active EE | $41,468 | $1,941+2035.9% | $3,826+983.7% | $2,078+1895.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |