Filed April 12, 2007
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 | $125,339 | $70,002+79.1% | $115,037+9.0% | $52,331+139.5% |
| Participation rate | 93.6% | 72.1%+21.5pp | 81.4%+12.3pp | 68.1%+25.5pp |
| Annual return | 1.97% | 4.04%-2.1pp | 26.14%-24.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,973 | $2,715+46.3% | $4,608-13.8% | $1,882+111.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |