Filed October 8, 2007
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 | $94,089 | $69,305+35.8% | $82,313+14.3% | $69,631+35.1% |
| Participation rate | 76.1% | 80.3%-4.2pp | 76.9%-0.8pp | 70.7%+5.4pp |
| Annual return | 16.81% | 21.47%-4.7pp | 25.88%-9.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,217 | $1,887-35.5% | $2,428-49.9% | $2,032-40.1% |
| Participant deferral / active EE | $3,492 | $3,568-2.1% | $3,706-5.8% | $3,224+8.3% |
| Admin fee / account holder | $8 | $97-91.4% | $5,608-99.9% | $110-92.4% |