Filed October 16, 2008
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.
Participant contribution per participant 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 | $0 | $57,921-100.0% | $84,750-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 9.83% | 10.24%-0.4pp | 22.78%-13.0pp | 5.13%+4.7pp |
| Employer contribution / active EE | $7,943 | $2,598+205.7% | $3,574+122.2% | $1,974+302.4% |
| Participant deferral / active EE | $1,164 | $2,742-57.6% | $3,712-68.6% | $3,061-62.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |