Filed January 6, 2006 (most recent of 2 filings on file)
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 | $198,954 | $81,537+144.0% | $149,718+32.9% | $69,631+185.7% |
| Participation rate | 94.7% | 86.1%+8.6pp | 87.1%+7.6pp | 70.7%+24.0pp |
| Annual return | 17.20% | 22.79%-5.6pp | 1501.63%-1484.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $13,970 | $3,239+331.3% | $5,445+156.6% | $2,032+587.4% |
| Participant deferral / active EE | $13,056 | $4,994+161.4% | $6,569+98.8% | $3,224+305.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |