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 | $25,920 | $39,859-35.0% | $78,689-67.1% | $57,658-55.0% |
| Participation rate | 94.0% | 66.1%+27.9pp | 73.6%+20.4pp | 70.2%+23.7pp |
| Annual return | 6.34% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,402 | $1,786+34.5% | $2,851-15.7% | $1,974+21.7% |
| Participant deferral / active EE | $2,834 | $2,248+26.1% | $3,517-19.4% | $3,061-7.4% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |