Filed February 26, 2010
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 | $24,768 | $88,324-72.0% | $115,037-78.5% | $55,191-55.1% |
| Participation rate | 99.7% | 72.5%+27.2pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 10.31% | 6.30%+4.0pp | 26.14%-15.8pp | 10.78%-0.5pp |
| Employer contribution / active EE | $994 | $2,805-64.6% | $4,608-78.4% | $1,899-47.7% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |