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 | $110,661 | $98,982+11.8% | $162,163-31.8% | $65,185+69.8% |
| Participation rate | 92.1% | 85.8%+6.3pp | 87.6%+4.6pp | 70.2%+21.9pp |
| Annual return | 19.68% | 24.84%-5.2pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,664 | $5,384+42.3% | $7,298+5.0% | $3,514+118.1% |
| Admin fee / account holder | $1 | $596-99.8% | $10,843-100.0% | $847-99.9% |