Filed October 27, 2010 (most recent of 4 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.
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 | $149,492 | $60,165+148.5% | $74,183+101.5% | $55,167+171.0% |
| Participation rate | 80.4% | 74.2%+6.2pp | 76.6%+3.7pp | 69.0%+11.4pp |
| Annual return | 7.17% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,416 | $2,973+82.2% | $3,550+52.6% | $3,054+77.3% |
| Admin fee / account holder | $33 | $419-92.1% | $5,586-99.4% | $504-93.4% |