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 | $50,270 | $55,002-8.6% | $59,878-16.0% | $56,287-10.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.24% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $702 | $2,448-71.3% | $2,722-74.2% | $2,111-66.8% |
| Participant deferral / active EE | $2,381 | $3,121-23.7% | $3,402-30.0% | $3,350-28.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |