Filed August 31, 2008
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 | $108,554 | $64,909+67.2% | $82,313+31.9% | $62,292+74.3% |
| Participation rate | 91.0% | 74.9%+16.1pp | 76.9%+14.1pp | 69.5%+21.5pp |
| Annual return | 25.66% | 21.18%+4.5pp | 25.88%-0.2pp | 28.90%-3.2pp |
| Employer contribution / active EE | $3,275 | $1,676+95.4% | $2,428+34.9% | $2,042+60.4% |
| Participant deferral / active EE | $5,274 | $3,103+69.9% | $3,706+42.3% | $3,169+66.4% |
| Admin fee / account holder | $16 | $440-96.3% | $5,608-99.7% | $479-96.6% |