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 | $147,641 | $125,758+17.4% | $169,993-13.1% | $75,163+96.4% |
| Participation rate | 87.6% | 83.6%+4.0pp | 87.0%+0.6pp | 67.2%+20.4pp |
| Annual return | 17.70% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,831 | $4,615-38.7% | $6,785-58.3% | $2,670+6.0% |
| Participant deferral / active EE | $7,378 | $6,837+7.9% | $10,408-29.1% | $4,125+78.9% |
| Admin fee / account holder | $3 | $8,173-100.0% | $12,815-100.0% | $5,651-99.9% |