Filed April 24, 2009 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,432 | $74,347+254.3% | $93,606+181.4% | $67,579+289.8% |
| Participation rate | 98.5% | 80.6%+17.9pp | 75.8%+22.7pp | 71.3%+27.2pp |
| Annual return | 22.92% | 28.07%-5.2pp | 32.76%-9.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $11,374 | $2,583+340.3% | $2,718+318.5% | $2,148+429.6% |
| Participant deferral / active EE | $12,592 | $4,060+210.2% | $4,069+209.5% | $3,539+255.8% |
| Admin fee / account holder | $2 | $123-98.1% | $7,888-100.0% | $142-98.4% |