Filed May 31, 2007 (most recent of 2 filings on file)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,368 | $45,152+162.2% | $73,843+60.3% | $59,632+98.5% |
| Participation rate | 97.8% | 64.0%+33.8pp | 73.4%+24.4pp | 68.7%+29.2pp |
| Annual return | 3.06% | 27.40%-24.3pp | 2267.84%-2264.8pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $8,305 | $1,902+336.7% | $2,787+198.0% | $2,203+277.1% |
| Participant deferral / active EE | $9,022 | $2,574+250.5% | $3,583+151.8% | $3,192+182.7% |
| Admin fee / account holder | $6 | $3,516-99.8% | $4,880-99.9% | $4,297-99.9% |