Filed October 1, 2009
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 | $80,720 | $55,002+46.8% | $59,878+34.8% | $56,287+43.4% |
| Participation rate | 88.8% | 75.9%+12.9pp | 74.7%+14.1pp | 69.9%+19.0pp |
| Annual return | 10.97% | 1.13%+9.8pp | 3.46%+7.5pp | -9.96%+20.9pp |
| Employer contribution / active EE | $6,668 | $2,448+172.4% | $2,722+145.0% | $2,111+215.9% |
| Participant deferral / active EE | $5,361 | $3,121+71.8% | $3,402+57.6% | $3,350+60.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |