Filed May 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,578 | $58,577-47.8% | $83,333-63.3% | $64,186-52.4% |
| Participation rate | 77.6% | 72.0%+5.5pp | 77.8%-0.2pp | 69.6%+8.0pp |
| Annual return | -2.42% | 9.65%-12.1pp | 10.63%-13.1pp | 7.63%-10.1pp |
| Employer contribution / active EE | $344 | $2,098-83.6% | $3,379-89.8% | $2,381-85.5% |
| Participant deferral / active EE | $1,710 | $4,654-63.3% | $5,565-69.3% | $3,470-50.7% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |