Filed November 19, 2008
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 | $39,157 | $88,122-55.6% | $141,162-72.3% | $67,579-42.1% |
| Participation rate | 91.7% | 76.5%+15.3pp | 82.5%+9.3pp | 71.3%+20.5pp |
| Annual return | 43.04% | 75.40%-32.4pp | 71.39%-28.4pp | 378.56%-335.5pp |
| Employer contribution / active EE | $2,154 | $3,224-33.2% | $4,735-54.5% | $2,148+0.3% |
| Participant deferral / active EE | $3,390 | $5,958-43.1% | $6,709-49.5% | $3,539-4.2% |
| Admin fee / account holder | $238 | $131+81.8% | $10,261-97.7% | $142+67.3% |