Filed December 13, 2007 (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 | $75,169 | $67,166+11.9% | $57,343+31.1% | $55,191+36.2% |
| Participation rate | 96.3% | 77.7%+18.6pp | 75.1%+21.2pp | 69.2%+27.2pp |
| Annual return | 2.09% | 4.22%-2.1pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $3,865 | $2,812+37.4% | $2,689+43.7% | $1,899+103.5% |
| Participant deferral / active EE | $2,500 | $2,835-11.8% | $3,162-20.9% | $3,046-17.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |