Filed January 24, 2007
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 | $107,964 | $51,769+108.5% | $57,343+88.3% | $52,331+106.3% |
| Participation rate | 99.2% | 75.2%+24.0pp | 75.1%+24.1pp | 68.1%+31.1pp |
| Annual return | 2.28% | 2.43%-0.1pp | 24.39%-22.1pp | 4.54%-2.3pp |
| Employer contribution / active EE | $5,802 | $2,335+148.5% | $2,689+115.8% | $1,882+208.4% |
| Participant deferral / active EE | $5,669 | $2,794+102.9% | $3,162+79.3% | $3,022+87.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |