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 | $79,600 | $65,322+21.9% | $70,449+13.0% | $73,488+8.3% |
| Participation rate | 94.2% | 77.0%+17.3pp | 75.1%+19.1pp | 70.7%+23.5pp |
| Annual return | 13.88% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,305 | $2,460+34.3% | $2,737+20.8% | $2,270+45.6% |
| Participant deferral / active EE | $6,188 | $3,375+83.3% | $3,709+66.8% | $3,740+65.5% |
| Admin fee / account holder | $111 | $214-48.1% | $3,845-97.1% | $513-78.3% |