Filed July 25, 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.
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 | $35,302 | $40,256-12.3% | $57,343-38.4% | $59,632-40.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 68.7%+11.3pp |
| Annual return | 1.52% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,097 | $2,399-12.6% | $3,162-33.7% | $3,192-34.3% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |