Filed May 14, 2008
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,480 | $57,976-47.4% | $62,995-51.6% | $62,292-51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.37% | 17.54%-1.2pp | 87.57%-71.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,346 | $2,415-44.3% | $2,759-51.2% | $2,042-34.1% |
| Participant deferral / active EE | $3,647 | $2,956+23.4% | $3,329+9.5% | $3,169+15.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |