Filed August 30, 2005
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 | $71,693 | $44,221+62.1% | $121,196-40.8% | $56,287+27.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | 8.03% | -3.58%+11.6pp | 16.93%-8.9pp | -9.96%+18.0pp |
| Employer contribution / active EE | $3,787 | $1,480+155.9% | $4,022-5.8% | $2,111+79.4% |
| Participant deferral / active EE | $5,128 | $2,521+103.4% | $3,344+53.3% | $3,350+53.1% |
| Admin fee / account holder | $6 | $480-98.7% | $5,019-99.9% | $521-98.8% |