Filed December 2, 2008 (most recent of 2 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 | $70,281 | $70,667-0.5% | $123,104-42.9% | $52,331+34.3% |
| Participation rate | 98.8% | 83.7%+15.1pp | 86.8%+12.0pp | 68.1%+30.7pp |
| Annual return | 12.18% | 6.23%+5.9pp | 13.22%-1.0pp | 4.54%+7.6pp |
| Employer contribution / active EE | $1,466 | $2,946-50.2% | $5,151-71.5% | $1,882-22.1% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |