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.
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 | $109,346 | $78,419+39.4% | $133,956-18.4% | $73,409+49.0% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | -60.39% | 33.35%-93.7pp | 45.09%-105.5pp | 59.29%-119.7pp |
| Employer contribution / active EE | $41,614 | $2,044+1936.3% | $3,919+962.0% | $2,234+1763.1% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |