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 | $119,607 | $85,298+40.2% | $90,160+32.7% | - |
| Participation rate | 89.9% | 70.9%+19.0pp | 76.9%+13.0pp | - |
| Annual return | 38.49% | 7.88%+30.6pp | 34.88%+3.6pp | - |
| Employer contribution / active EE | $2,216 | $1,460+51.8% | $3,318-33.2% | - |
| Participant deferral / active EE | $3,752 | $4,522-17.0% | $5,288-29.0% | - |
| Admin fee / account holder | $0 | $1,320-100.0% | $5,943-100.0% | - |