Filed April 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,335 | $57,354+31.4% | $83,848-10.2% | $64,186+17.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | 26.64% | 11.38%+15.3pp | 850.88%-824.2pp | 7.63%+19.0pp |
| Employer contribution / active EE | $12,041 | $2,545+373.1% | $3,631+231.6% | $2,381+405.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |