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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,224 | $93,131+224.5% | $106,548+183.7% | $86,799+248.2% |
| Participation rate | 98.2% | 81.4%+16.8pp | 76.1%+22.1pp | 72.3%+25.9pp |
| Annual return | -10.03% | 19.45%-29.5pp | 26.80%-36.8pp | 97.91%-107.9pp |
| Employer contribution / active EE | $15,002 | $2,895+418.1% | $2,819+432.2% | $2,405+523.7% |
| Participant deferral / active EE | $16,546 | $4,708+251.4% | $4,398+276.2% | $4,131+300.5% |
| Admin fee / account holder | $3 | $145-98.2% | $7,407-100.0% | $170-98.4% |