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 | $128,146 | $136,307-6.0% | $177,821-27.9% | $73,488+74.4% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.7%+7.1pp | 70.7%+24.1pp |
| Annual return | 14.81% | 18.68%-3.9pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,101 | $5,829+39.0% | $7,714+5.0% | $3,740+116.6% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.8% |