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.
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 | $97,053 | $67,166+44.5% | $57,343+69.3% | $55,191+75.8% |
| Participation rate | 93.8% | 77.7%+16.1pp | 75.1%+18.7pp | 69.2%+24.6pp |
| Annual return | 2.49% | 4.22%-1.7pp | 24.39%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $3,142 | $2,812+11.7% | $2,689+16.9% | $1,899+65.5% |
| Participant deferral / active EE | $5,181 | $2,835+82.8% | $3,162+63.8% | $3,046+70.1% |
| Admin fee / account holder | $133 | $44+205.2% | $3,356-96.0% | $91+46.4% |