Filed April 16, 2010 (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 | $182,902 | $53,412+242.4% | $68,509+167.0% | $52,331+249.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 0.35% | 3.42%-3.1pp | 8.27%-7.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $7,678 | $1,607+377.7% | $2,278+237.1% | $1,882+308.0% |
| Participant deferral / active EE | $6,775 | $2,688+152.1% | $3,382+100.3% | $3,022+124.2% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |