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 | $110,701 | $55,002+101.3% | $59,878+84.9% | $56,287+96.7% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.7%+24.8pp | 69.9%+29.6pp |
| Annual return | -2.56% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $7,692 | $2,448+214.3% | $2,722+182.6% | $2,111+264.4% |
| Participant deferral / active EE | $8,262 | $3,121+164.7% | $3,402+142.9% | $3,350+146.7% |
| Admin fee / account holder | $1 | $236-99.5% | $3,590-100.0% | $521-99.8% |