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 | $25,270 | $46,732-45.9% | $156,549-83.9% | $55,167-54.2% |
| Participation rate | 86.9% | 65.8%+21.1pp | 84.0%+2.9pp | 69.0%+17.9pp |
| Annual return | 7.15% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,379 | $2,105-34.5% | $5,501-74.9% | $1,963-29.7% |
| Participant deferral / active EE | $2,370 | $2,204+7.5% | $4,871-51.3% | $3,054-22.4% |
| Admin fee / account holder | $11 | $418-97.4% | $13,027-99.9% | $504-97.9% |