Filed January 26, 2009
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.
See 1 actuary disclosure. $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.
Participant contribution per participant 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 | $0 | $14,096,330-100.0% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -1.94% | 1.67%-3.6pp | -1.68%-0.3pp | 1.67%-3.6pp |
| Employer contribution / active EE | $8,742 | $10,506-16.8% | $44,959-80.6% | $10,506-16.8% |
| Participant deferral / active EE | $8,859 | $1,562+467.3% | $330+2583.6% | $1,562+467.3% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |