Filed January 23, 2007 (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 | $118,185 | $89,739+31.7% | $149,718-21.1% | $62,292+89.7% |
| Participation rate | 88.3% | 85.1%+3.2pp | 87.1%+1.3pp | 69.5%+18.8pp |
| Annual return | 15.41% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,045 | $4,797+46.9% | $6,569+7.2% | $3,169+122.3% |
| Admin fee / account holder | $6 | $551-99.0% | $11,283-100.0% | $479-98.8% |