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 | $106,568 | $52,467+103.1% | $57,179+86.4% | $55,167+93.2% |
| Participation rate | 98.0% | 75.8%+22.1pp | 75.3%+22.6pp | 69.0%+29.0pp |
| Annual return | 41.85% | 7.72%+34.1pp | 14.59%+27.3pp | 169.23%-127.4pp |
| Employer contribution / active EE | $2,070 | $2,477-16.4% | $2,682-22.8% | $1,963+5.5% |
| Participant deferral / active EE | $2,533 | $2,830-10.5% | $3,096-18.2% | $3,054-17.1% |
| Admin fee / account holder | $1 | $269-99.6% | $3,139-100.0% | $504-99.8% |