Filed January 15, 2006 (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 | $63,527 | $68,408-7.1% | $57,179+11.1% | $57,658+10.2% |
| Participation rate | 97.2% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 7.66% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,274 | $2,869-55.6% | $2,682-52.5% | $1,974-35.4% |
| Participant deferral / active EE | $1,700 | $2,903-41.4% | $3,096-45.1% | $3,061-44.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |