Filed July 8, 2010
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.
Annual investment return 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 | $79,031 | $57,976+36.3% | $62,995+25.5% | $62,292+26.9% |
| Participation rate | 86.3% | 75.9%+10.4pp | 74.8%+11.5pp | 69.5%+16.8pp |
| Annual return | 10.95% | 17.54%-6.6pp | 87.57%-76.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,993 | $2,415-17.5% | $2,759-27.8% | $2,042-2.4% |
| Participant deferral / active EE | $4,035 | $2,956+36.5% | $3,329+21.2% | $3,169+27.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |