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 | $106,081 | $55,002+92.9% | $59,878+77.2% | $56,287+88.5% |
| Participation rate | 96.1% | 75.9%+20.2pp | 74.7%+21.4pp | 69.9%+26.3pp |
| Annual return | -2.52% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,055 | $2,448-16.1% | $2,722-24.5% | $2,111-2.7% |
| Participant deferral / active EE | $2,869 | $3,121-8.1% | $3,402-15.7% | $3,350-14.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |