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 | $76,705 | $68,408+12.1% | $57,179+34.1% | $57,658+33.0% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.5pp |
| Annual return | 6.75% | 8.51%-1.8pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,983 | $2,869+38.8% | $2,682+48.5% | $1,974+101.8% |
| Participant deferral / active EE | $2,592 | $2,903-10.7% | $3,096-16.3% | $3,061-15.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |