Filed April 12, 2008 (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 | $80,958 | $67,166+20.5% | $57,343+41.2% | $55,191+46.7% |
| Participation rate | 98.4% | 77.7%+20.7pp | 75.1%+23.3pp | 69.2%+29.2pp |
| Annual return | 1.64% | 4.22%-2.6pp | 24.39%-22.8pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,093 | $2,812-25.6% | $2,689-22.1% | $1,899+10.2% |
| Participant deferral / active EE | $1,587 | $2,835-44.0% | $3,162-49.8% | $3,046-47.9% |
| Admin fee / account holder | $0 | $44-99.2% | $3,356-100.0% | $91-99.6% |