Filed December 7, 2010 (most recent of 3 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.
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 | $185,954 | $3,611,051-94.9% | $123,892+50.1% | $329,111-43.5% |
| Participation rate | 93.4% | 60.7%+32.7pp | 81.4%+12.0pp | 67.9%+25.6pp |
| Annual return | 56.23% | 14.13%+42.1pp | 47.52%+8.7pp | 16.35%+39.9pp |
| Employer contribution / active EE | $3,492 | $1,947+79.3% | $4,617-24.4% | $2,303+51.6% |
| Participant deferral / active EE | $6,935 | $4,426+56.7% | $5,984+15.9% | $3,682+88.4% |
| Admin fee / account holder | $0 | $9,731-100.0% | $8,357-100.0% | $754-100.0% |