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 | $80,040 | $98,982-19.1% | $162,163-50.6% | $65,185+22.8% |
| Participation rate | 91.2% | 85.8%+5.4pp | 87.6%+3.7pp | 70.2%+21.0pp |
| Annual return | 14.91% | 24.84%-9.9pp | 115.59%-100.7pp | 29.38%-14.5pp |
| Employer contribution / active EE | $3,211 | $3,467-7.4% | $5,614-42.8% | $2,177+47.5% |
| Participant deferral / active EE | $4,285 | $5,384-20.4% | $7,298-41.3% | $3,514+22.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |