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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $149,855 | $82,546+81.5% | $140,016+7.0% | $75,289+99.0% |
| Participation rate | 98.1% | 88.4%+9.7pp | 87.5%+10.6pp | 72.4%+25.7pp |
| Annual return | 33.70% | -0.36%+34.1pp | 651.12%-617.4pp | -0.04%+33.7pp |
| Employer contribution / active EE | $12,950 | $3,856+235.8% | $5,606+131.0% | $2,405+438.5% |
| Participant deferral / active EE | $10,515 | $5,731+83.5% | $6,927+51.8% | $3,739+181.2% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |