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 | $234,179 | $58,083+303.2% | $80,019+192.7% | $56,287+316.0% |
| Participation rate | 95.7% | 73.6%+22.1pp | 75.8%+19.9pp | 69.9%+25.8pp |
| Annual return | -3.31% | 34.61%-37.9pp | 11.22%-14.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $8,480 | $1,932+338.9% | $2,468+243.6% | $2,111+301.7% |
| Participant deferral / active EE | $7,628 | $3,135+143.3% | $3,686+107.0% | $3,350+127.7% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |