Filed August 29, 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 | $96,445 | $52,467+83.8% | $57,179+68.7% | $55,167+74.8% |
| Participation rate | 74.0% | 75.8%-1.8pp | 75.3%-1.3pp | 69.0%+5.0pp |
| Annual return | 6.69% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,124 | $2,477+66.5% | $2,682+53.8% | $1,963+110.1% |
| Participant deferral / active EE | $4,088 | $2,830+44.5% | $3,096+32.0% | $3,054+33.9% |
| Admin fee / account holder | $86 | $269-68.1% | $3,139-97.3% | $504-82.9% |