Filed January 23, 2010
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 | $70,698 | $68,408+3.3% | $57,179+23.6% | $57,658+22.6% |
| Participation rate | 97.6% | 79.1%+18.5pp | 75.3%+22.3pp | 70.2%+27.4pp |
| Annual return | 6.78% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,763 | $2,869-38.6% | $2,682-34.3% | $1,974-10.7% |
| Participant deferral / active EE | $2,753 | $2,903-5.2% | $3,096-11.1% | $3,061-10.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |