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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,342 | $73,638+81.1% | $95,952+39.0% | $73,488+81.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.00% | 16.78%+1.2pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,530 | $1,863+89.4% | $2,541+38.9% | $2,270+55.5% |
| Participant deferral / active EE | $6,265 | $3,617+73.2% | $4,167+50.4% | $3,740+67.5% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.8% | $513-98.0% |