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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $194,635 | $144,389+34.8% | $90,782+114.4% | $75,289+158.5% |
| Participation rate | 99.2% | 92.2%+7.0pp | 82.7%+16.6pp | 72.4%+26.8pp |
| Annual return | -5.05% | 0.91%-6.0pp | -3.42%-1.6pp | -0.04%-5.0pp |
| Employer contribution / active EE | $6,749 | $4,529+49.0% | $4,105+64.4% | $2,405+180.6% |
| Participant deferral / active EE | $8,822 | $7,882+11.9% | $5,366+64.4% | $3,739+136.0% |
| Admin fee / account holder | $106 | $102+3.6% | $5,908-98.2% | $102+3.7% |