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 | $197,780 | $65,376+202.5% | $87,100+127.1% | $65,185+203.4% |
| Participation rate | 73.5% | 75.3%-1.8pp | 76.9%-3.3pp | 70.2%+3.3pp |
| Annual return | 22.77% | 31.27%-8.5pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,595 | $3,388+65.1% | $4,049+38.2% | $3,514+59.2% |
| Admin fee / account holder | $54 | $520-89.6% | $7,497-99.3% | $847-93.6% |