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 | $156,204 | $59,186+163.9% | $76,768+103.5% | $56,287+177.5% |
| Participation rate | 74.8% | 75.2%-0.5pp | 77.0%-2.2pp | 69.9%+4.9pp |
| Annual return | -4.48% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,386 | $3,255+65.5% | $3,852+39.8% | $3,350+60.8% |
| Admin fee / account holder | $43 | $489-91.3% | $6,675-99.4% | $521-91.8% |