Filed June 28, 2006 (most recent of 2 filings on file)
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.
Annual investment return 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 | $59,140 | $39,859+48.4% | $78,689-24.8% | $57,658+2.6% |
| Participation rate | 97.3% | 66.1%+31.2pp | 73.6%+23.8pp | 70.2%+27.1pp |
| Annual return | 0.75% | 18.96%-18.2pp | 62.18%-61.4pp | 5.13%-4.4pp |
| Employer contribution / active EE | $6,184 | $1,786+246.3% | $2,851+116.9% | $1,974+213.3% |
| Participant deferral / active EE | $1,528 | $2,248-32.0% | $3,517-56.6% | $3,061-50.1% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |