Filed January 14, 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 | $28,469 | $46,360-38.6% | $147,614-80.7% | $52,331-45.6% |
| Participation rate | 78.4% | 64.9%+13.5pp | 84.6%-6.2pp | 68.1%+10.3pp |
| Annual return | 1.62% | 1.62%0pp | 61.98%-60.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,271 | $2,126-40.2% | $5,564-77.2% | $1,882-32.4% |
| Participant deferral / active EE | $2,502 | $2,258+10.8% | $4,895-48.9% | $3,022-17.2% |
| Admin fee / account holder | $16 | $766-98.0% | $11,611-99.9% | $592-97.4% |