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.
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 | $131,343 | $48,076+173.2% | $78,689+66.9% | $62,891+108.8% |
| Participation rate | 98.9% | 65.2%+33.7pp | 73.6%+25.4pp | 69.3%+29.6pp |
| Annual return | 9.94% | 31.35%-21.4pp | 62.18%-52.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $8,520 | $2,015+322.9% | $2,851+198.9% | $2,281+273.6% |
| Participant deferral / active EE | $9,104 | $2,588+251.8% | $3,517+158.9% | $3,203+184.2% |
| Admin fee / account holder | $15 | $3,207-99.5% | $4,510-99.7% | $4,296-99.6% |