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 | $47,402 | $70,475-32.7% | $100,516-52.8% | $79,858-40.6% |
| Participation rate | 93.4% | 73.7%+19.8pp | 79.4%+14.0pp | 69.6%+23.8pp |
| Annual return | 16.41% | 21.90%-5.5pp | 30.89%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $447 | $2,165-79.3% | $3,418-86.9% | $2,471-81.9% |
| Participant deferral / active EE | $2,156 | $5,181-58.4% | $6,270-65.6% | $3,740-42.4% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |