Filed November 7, 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 | $40,462 | $47,078-14.1% | $100,671-59.8% | $55,191-26.7% |
| Participation rate | 97.4% | 58.0%+39.4pp | 70.7%+26.7pp | 69.2%+28.2pp |
| Annual return | 1.84% | 0.65%+1.2pp | 20.43%-18.6pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,094 | $1,065+2.7% | $4,012-72.7% | $1,899-42.4% |
| Participant deferral / active EE | $967 | $2,038-52.6% | $3,144-69.3% | $3,046-68.3% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |