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 | $147,666 | $34,495+328.1% | $78,689+87.7% | $63,975+130.8% |
| Participation rate | 87.5% | 60.8%+26.7pp | 73.6%+13.9pp | 71.1%+16.3pp |
| Annual return | 8.46% | 11.62%-3.2pp | 62.18%-53.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,592 | $2,100+309.1% | $3,517+144.3% | $3,356+156.0% |
| Admin fee / account holder | $0 | $68-100.0% | $4,510-100.0% | $70-100.0% |