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 | $82,699 | $74,552+10.9% | $62,995+31.3% | $69,631+18.8% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 12.88% | 15.77%-2.9pp | 87.57%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $4,231 | $2,929+44.5% | $2,759+53.4% | $2,032+108.2% |
| Participant deferral / active EE | $2,749 | $2,974-7.6% | $3,329-17.4% | $3,224-14.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |