Filed March 27, 2007
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,495 | $53,053+29.1% | $126,539-45.9% | $74,304-7.8% |
| Participation rate | 82.0% | 48.0%+34.0pp | 69.8%+12.2pp | 60.3%+21.7pp |
| Annual return | 12.02% | 29.46%-17.4pp | 425.95%-413.9pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,289 | $1,168+96.1% | $3,674-37.7% | $2,241+2.1% |
| Participant deferral / active EE | $3,219 | $2,303+39.8% | $4,083-21.1% | $3,767-14.5% |
| Admin fee / account holder | $34 | $3,698-99.1% | $6,065-99.4% | $2,969-98.8% |