Filed November 26, 2008 (most recent of 3 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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $204,908 | $53,412+283.6% | $68,509+199.1% | $52,331+291.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 9.17% | 3.42%+5.7pp | 8.27%+0.9pp | 4.54%+4.6pp |
| Employer contribution / active EE | $10,077 | $1,607+527.0% | $2,278+342.4% | $1,882+435.5% |
| Participant deferral / active EE | $4,524 | $2,688+68.3% | $3,382+33.8% | $3,022+49.7% |
| Admin fee / account holder | $3 | $461-99.4% | $5,275-99.9% | $592-99.5% |