Filed September 23, 2008
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,630 | $47,977-65.3% | $154,107-89.2% | $56,287-70.5% |
| Participation rate | 98.7% | 66.2%+32.5pp | 83.0%+15.7pp | 69.9%+28.8pp |
| Annual return | -5.08% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,693 | $2,169+116.4% | $5,298-11.4% | $2,111+122.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |