Filed May 28, 2008
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 | $146,752 | $91,762+59.9% | $67,502+117.4% | $77,643+89.0% |
| Participation rate | 75.3% | 75.9%-0.6pp | 72.9%+2.4pp | 70.6%+4.7pp |
| Annual return | 11.45% | 14.87%-3.4pp | 3512.12%-3500.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $2,468 | $3,181-22.4% | $2,731-9.6% | $2,726-9.4% |
| Participant deferral / active EE | $4,010 | $3,903+2.7% | $4,000+0.2% | $4,647-13.7% |
| Admin fee / account holder | $271 | $176+53.8% | $3,998-93.2% | $430-37.1% |