Filed October 18, 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 | $115,071 | $57,976+98.5% | $62,995+82.7% | $62,292+84.7% |
| Participation rate | 97.4% | 75.9%+21.4pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 14.16% | 17.54%-3.4pp | 87.57%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $7,198 | $2,415+198.1% | $2,759+160.9% | $2,042+252.5% |
| Participant deferral / active EE | $7,696 | $2,956+160.4% | $3,329+131.1% | $3,169+142.8% |
| Admin fee / account holder | $5 | $276-98.2% | $3,600-99.9% | $479-99.0% |