Filed March 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 | $100,545 | $67,166+49.7% | $57,343+75.3% | $55,191+82.2% |
| Participation rate | 97.0% | 77.7%+19.3pp | 75.1%+21.9pp | 69.2%+27.8pp |
| Annual return | 1.79% | 4.22%-2.4pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,973 | $2,812+76.9% | $2,689+85.0% | $1,899+161.9% |
| Participant deferral / active EE | $5,326 | $2,835+87.9% | $3,162+68.4% | $3,046+74.8% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |