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.
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 | $70,137 | $136,307-48.5% | $177,821-60.6% | $73,488-4.6% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | -12.59% | 18.68%-31.3pp | 48.32%-60.9pp | 28.51%-41.1pp |
| Employer contribution / active EE | $2,266 | $3,712-39.0% | $5,918-61.7% | $2,270-0.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |