Filed June 8, 2009
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.
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 | $54,154 | $57,976-6.6% | $62,995-14.0% | $62,292-13.1% |
| Participation rate | 99.3% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 14.03% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $713 | $2,415-70.5% | $2,759-74.2% | $2,042-65.1% |
| Participant deferral / active EE | $2,416 | $2,956-18.3% | $3,329-27.4% | $3,169-23.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |