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 | $160,448 | $83,681+91.7% | $82,313+94.9% | - |
| Participation rate | 79.8% | 75.1%+4.7pp | 76.9%+2.9pp | - |
| Annual return | 14.93% | 13.76%+1.2pp | 25.88%-11.0pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $6,308 | $2,851+121.3% | $3,706+70.2% | - |
| Admin fee / account holder | $31 | $3,032-99.0% | $5,608-99.5% | - |