Filed September 28, 2010
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 | $115,609 | $54,320+112.8% | $67,652+70.9% | $52,331+120.9% |
| Participation rate | 91.2% | 73.6%+17.6pp | 75.7%+15.5pp | 68.1%+23.1pp |
| Annual return | 1.48% | 6.81%-5.3pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,414 | $1,544+56.4% | $2,266+6.5% | $1,882+28.3% |
| Participant deferral / active EE | $7,801 | $2,950+164.4% | $3,560+119.1% | $3,022+158.1% |
| Admin fee / account holder | $5 | $527-99.1% | $4,821-99.9% | $592-99.2% |