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 | $103,555 | $65,322+58.5% | $70,449+47.0% | $73,488+40.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.18% | 15.71%-0.5pp | 109.03%-93.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $4,674 | $2,460+90.0% | $2,737+70.8% | $2,270+105.9% |
| Participant deferral / active EE | $5,848 | $3,375+73.3% | $3,709+57.7% | $3,740+56.4% |
| Admin fee / account holder | $12 | $214-94.6% | $3,845-99.7% | $513-97.7% |