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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,639 | $79,523-11.2% | $140,016-49.5% | $56,287+25.5% |
| Participation rate | 93.3% | 85.7%+7.6pp | 87.5%+5.8pp | 69.9%+23.5pp |
| Annual return | -1.46% | 2.39%-3.8pp | 651.12%-652.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $3,111 | $3,350-7.1% | $5,606-44.5% | $2,111+47.4% |
| Participant deferral / active EE | $4,280 | $5,129-16.6% | $6,927-38.2% | $3,350+27.8% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |