Filed June 19, 2007 (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 | $141,298 | $34,220+312.9% | $73,843+91.3% | $59,188+138.7% |
| Participation rate | 91.5% | 59.1%+32.4pp | 73.4%+18.1pp | 69.4%+22.1pp |
| Annual return | 2.82% | 3.36%-0.5pp | 2267.84%-2265.0pp | 5.51%-2.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $7,594 | $2,035+273.2% | $3,583+111.9% | $3,265+132.6% |
| Admin fee / account holder | $0 | $64-100.0% | $4,880-100.0% | $92-100.0% |