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 | $51,736+32.4% | $120,225-43.0% | $67,986+0.7% |
| Participation rate | 82.0% | 46.1%+36.0pp | 69.6%+12.5pp | 57.2%+24.8pp |
| Annual return | 12.02% | 31.98%-20.0pp | 439.23%-427.2pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,289 | $1,071+113.7% | $3,475-34.1% | $2,019+13.4% |
| Participant deferral / active EE | $3,219 | $2,206+45.9% | $3,999-19.5% | $3,358-4.1% |
| Admin fee / account holder | $34 | $4,159-99.2% | $5,696-99.4% | $3,203-98.9% |