Filed March 10, 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 | $59,623 | $82,032-27.3% | $123,104-51.6% | $59,6320% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | 5.39% | 5.12%+0.3pp | 13.22%-7.8pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $3,432 | $3,297+4.1% | $5,151-33.4% | $2,203+55.8% |
| Participant deferral / active EE | $4,055 | $4,667-13.1% | $6,230-34.9% | $3,192+27.0% |
| Admin fee / account holder | $136 | $5,881-97.7% | $9,015-98.5% | $4,297-96.8% |