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 | $223,511 | $73,102+205.8% | $123,544+80.9% | $56,287+297.1% |
| Participation rate | 86.2% | 74.3%+11.9pp | 82.3%+3.9pp | 69.9%+16.3pp |
| Annual return | 9.05% | 3.01%+6.0pp | 119.20%-110.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $12,690 | $2,977+326.3% | $4,628+174.2% | $2,111+501.1% |
| Participant deferral / active EE | $9,682 | $5,423+78.6% | $6,426+50.7% | $3,350+189.1% |
| Admin fee / account holder | $235 | $554-57.6% | $9,284-97.5% | $521-55.0% |