Filed November 26, 2008 (most recent of 2 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 | $200,611 | $80,753+148.4% | $136,294+47.2% | $62,292+222.0% |
| Participation rate | 99.3% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 23.43% | 35.83%-12.4pp | 5155.94%-5132.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $12,423 | $2,884+330.8% | $4,695+164.6% | $2,042+508.3% |
| Participant deferral / active EE | $10,218 | $5,164+97.9% | $6,247+63.6% | $3,169+222.4% |
| Admin fee / account holder | $74 | $525-86.0% | $9,243-99.2% | $479-84.6% |