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 | $116,499 | $57,976+100.9% | $62,995+84.9% | $62,292+87.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 13.68% | 17.54%-3.9pp | 87.57%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,105 | $2,415-12.8% | $2,759-23.7% | $2,042+3.1% |
| Participant deferral / active EE | $2,944 | $2,956-0.4% | $3,329-11.6% | $3,169-7.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |