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 | $121,260 | $74,552+62.7% | $62,995+92.5% | $69,631+74.1% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+28.0pp |
| Annual return | 14.78% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,127 | $2,929+6.7% | $2,759+13.3% | $2,032+53.9% |
| Participant deferral / active EE | $4,951 | $2,974+66.5% | $3,329+48.7% | $3,224+53.6% |
| Admin fee / account holder | $117 | $59+96.1% | $3,600-96.8% | $110+5.5% |