Filed December 10, 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 | $24,902 | $38,925-36.0% | $73,843-66.3% | $55,191-54.9% |
| Participation rate | 94.4% | 66.0%+28.4pp | 73.4%+21.0pp | 69.2%+25.3pp |
| Annual return | 1.91% | 6.31%-4.4pp | 2267.84%-2265.9pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,238 | $1,695+32.0% | $2,787-19.7% | $1,899+17.9% |
| Participant deferral / active EE | $2,455 | $2,351+4.4% | $3,583-31.5% | $3,046-19.4% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |