Filed January 18, 2008 (most recent of 2 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 | $62,953 | $74,089-15.0% | $133,980-53.0% | $55,167+14.1% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.1%+4.9pp | 69.0%+23.0pp |
| Annual return | 6.31% | 12.11%-5.8pp | 29.30%-23.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,503 | $3,064-18.3% | $5,211-52.0% | $1,963+27.5% |
| Participant deferral / active EE | $3,085 | $4,678-34.1% | $6,282-50.9% | $3,054+1.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |