Filed May 9, 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.
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 | $48,774 | $44,873+8.7% | $79,464-38.6% | $56,287-13.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.97% | 0.81%-5.8pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,940 | $2,140+37.4% | $2,800+5.0% | $2,111+39.3% |
| Participant deferral / active EE | $3,476 | $2,746+26.6% | $3,704-6.1% | $3,350+3.8% |
| Admin fee / account holder | $1 | $418-99.9% | $5,113-100.0% | $521-99.9% |