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 | $104,092 | $68,408+52.2% | $57,179+82.0% | $57,658+80.5% |
| Participation rate | 98.3% | 79.1%+19.1pp | 75.3%+22.9pp | 70.2%+28.0pp |
| Annual return | 7.55% | 8.51%-1.0pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,229 | $2,869+12.5% | $2,682+20.4% | $1,974+63.6% |
| Participant deferral / active EE | $5,234 | $2,903+80.3% | $3,096+69.1% | $3,061+71.0% |
| Admin fee / account holder | $109 | $70+56.5% | $3,139-96.5% | $95+15.4% |