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 | $66,385 | $89,739-26.0% | $149,718-55.7% | $62,292+6.6% |
| Participation rate | 94.4% | 85.1%+9.3pp | 87.1%+7.3pp | 69.5%+24.9pp |
| Annual return | 11.19% | 21.01%-9.8pp | 1501.63%-1490.4pp | 28.90%-17.7pp |
| Employer contribution / active EE | $2,634 | $3,233-18.5% | $5,445-51.6% | $2,042+29.0% |
| Participant deferral / active EE | $3,433 | $4,797-28.4% | $6,569-47.7% | $3,169+8.3% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |