Filed July 24, 2008 (most recent of 3 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 | $29,068 | $37,039-21.5% | $147,614-80.3% | $59,188-50.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.04% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,176 | $1,353-13.1% | $5,564-78.9% | $2,098-43.9% |
| Participant deferral / active EE | $1,994 | $2,094-4.7% | $4,895-59.3% | $3,265-38.9% |
| Admin fee / account holder | $0 | $60-100.0% | $11,611-100.0% | $92-100.0% |