Filed February 17, 2006
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 | $72,729 | $43,327+67.9% | $59,878+21.5% | $64,186+13.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.50% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,871 | $2,028+41.5% | $2,722+5.5% | $2,381+20.6% |
| Participant deferral / active EE | $4,611 | $2,546+81.1% | $3,402+35.5% | $3,470+32.9% |
| Admin fee / account holder | $37 | $3,005-98.8% | $3,590-99.0% | $4,888-99.2% |