Filed August 28, 2007 (most recent of 3 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 | $120,321 | $67,166+79.1% | $57,343+109.8% | $55,191+118.0% |
| Participation rate | 70.4% | 77.7%-7.3pp | 75.1%-4.7pp | 69.2%+1.2pp |
| Annual return | 2.49% | 4.22%-1.7pp | 24.39%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $4,473 | $2,812+59.1% | $2,689+66.4% | $1,899+135.6% |
| Participant deferral / active EE | $1,830 | $2,835-35.5% | $3,162-42.1% | $3,046-39.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |