Filed February 10, 2009 (most recent of 3 filings on file)
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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $289,682-100.0% | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 22.40% | 43.80%-21.4pp | 13.45%+8.9pp | - |
| Employer contribution / active EE | $26,104 | $11,594+125.2% | $26,057+0.2% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $181-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | - | - |