Filed January 9, 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 5-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 | $98,554 | $74,552+32.2% | $62,995+56.4% | $69,631+41.5% |
| Participation rate | 85.2% | 78.3%+7.0pp | 74.8%+10.4pp | 70.7%+14.6pp |
| Annual return | 13.44% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $3,031 | $2,929+3.5% | $2,759+9.9% | $2,032+49.2% |
| Participant deferral / active EE | $2,687 | $2,974-9.7% | $3,329-19.3% | $3,224-16.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |