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 | $94,690 | $59,186+60.0% | $76,768+23.3% | $56,287+68.2% |
| Participation rate | 94.9% | 75.2%+19.7pp | 77.0%+18.0pp | 69.9%+25.1pp |
| Annual return | -5.48% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,783 | $1,759+58.2% | $2,485+12.0% | $2,111+31.8% |
| Participant deferral / active EE | $5,664 | $3,255+74.0% | $3,852+47.1% | $3,350+69.1% |
| Admin fee / account holder | $11 | $489-97.7% | $6,675-99.8% | $521-97.8% |