Filed May 4, 2009 (most recent of 5 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.
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 | $214,306 | $159,202+34.6% | $97,995+118.7% | $77,958+174.9% |
| Participation rate | 99.7% | 91.5%+8.2pp | 82.4%+17.3pp | 71.6%+28.0pp |
| Annual return | 16.89% | 28.47%-11.6pp | 23.94%-7.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $6,489 | $4,224+53.6% | $4,158+56.1% | $2,310+180.9% |
| Participant deferral / active EE | $8,507 | $7,461+14.0% | $5,097+66.9% | $3,537+140.6% |
| Admin fee / account holder | $100 | $83+21.3% | $5,943-98.3% | $97+3.0% |