Filed April 11, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,824 | $137,414+6.8% | $189,513-22.5% | $85,850+71.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 17.71% | 38.14%-20.4pp | 555.15%-537.4pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,783 | $4,344-59.0% | $6,162-71.1% | $2,565-30.5% |
| Participant deferral / active EE | $6,814 | $6,260+8.8% | $8,221-17.1% | $3,952+72.4% |
| Admin fee / account holder | $1 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |