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 | $22,851 | $55,453-58.8% | $170,442-86.6% | $62,292-63.3% |
| Participation rate | 93.2% | 66.4%+26.9pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 16.21% | 21.38%-5.2pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,630 | $2,164-24.7% | $5,433-70.0% | $2,042-20.2% |
| Participant deferral / active EE | $2,431 | $2,303+5.6% | $4,939-50.8% | $3,169-23.3% |
| Admin fee / account holder | $13 | $455-97.2% | $13,880-99.9% | $479-97.3% |