Filed December 12, 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 | $94,275 | $56,277+67.5% | $80,975+16.4% | $62,891+49.9% |
| Participation rate | 83.3% | 69.0%+14.4pp | 75.8%+7.5pp | 69.3%+14.0pp |
| Annual return | 79.43% | 22.12%+57.3pp | 17.10%+62.3pp | 20.14%+59.3pp |
| Employer contribution / active EE | $2,506 | $1,943+29.0% | $3,714-32.5% | $2,281+9.9% |
| Participant deferral / active EE | $3,858 | $4,195-8.0% | $5,696-32.3% | $3,203+20.5% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |