Filed May 14, 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 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 | $66,630 | $60,795+9.6% | $69,455-4.1% | $65,185+2.2% |
| Participation rate | 97.2% | 74.9%+22.4pp | 74.6%+22.6pp | 70.2%+27.0pp |
| Annual return | 19.24% | 17.46%+1.8pp | 28.97%-9.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $5,350 | $2,452+118.2% | $2,779+92.5% | $2,177+145.8% |
| Participant deferral / active EE | $5,968 | $3,162+88.8% | $3,535+68.8% | $3,514+69.8% |
| Admin fee / account holder | $45 | $314-85.7% | $3,839-98.8% | $847-94.7% |