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 | $297,752 | $85,135+249.7% | $98,907+201.0% | $73,409+305.6% |
| Participation rate | 97.2% | 81.1%+16.0pp | 76.0%+21.2pp | 72.2%+25.0pp |
| Annual return | 12.50% | 19.14%-6.6pp | 196.43%-183.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $12,982 | $2,721+377.1% | $2,689+382.8% | $2,234+481.2% |
| Participant deferral / active EE | $14,785 | $4,349+240.0% | $4,244+248.4% | $3,805+288.5% |
| Admin fee / account holder | $1 | $139-99.6% | $6,642-100.0% | $158-99.7% |