Filed June 22, 2010 (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 | $92,580 | $60,795+52.3% | $69,455+33.3% | $65,185+42.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 17.55% | 17.46%+0.1pp | 28.97%-11.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $4,043 | $2,452+64.9% | $2,779+45.5% | $2,177+85.8% |
| Participant deferral / active EE | $4,980 | $3,162+57.5% | $3,535+40.9% | $3,514+41.7% |
| Admin fee / account holder | $7 | $314-97.7% | $3,839-99.8% | $847-99.1% |