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 | $91,408 | $63,114+44.8% | $92,893-1.6% | $65,185+40.2% |
| Participation rate | 94.3% | 68.8%+25.5pp | 76.0%+18.3pp | 70.2%+24.1pp |
| Annual return | 22.30% | 28.75%-6.5pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $8,069 | $2,571+213.9% | $3,653+120.9% | $2,177+270.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |