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 | $21,309 | $47,977-55.6% | $154,107-86.2% | $56,287-62.1% |
| Participation rate | 94.3% | 66.2%+28.1pp | 83.0%+11.3pp | 69.9%+24.4pp |
| Annual return | -5.05% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,788 | $2,169-17.6% | $5,298-66.2% | $2,111-15.3% |
| Participant deferral / active EE | $2,751 | $2,392+15.0% | $5,081-45.8% | $3,350-17.9% |
| Admin fee / account holder | $11 | $438-97.6% | $13,411-99.9% | $521-98.0% |