Filed May 10, 2006
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 | $77,410 | $66,310+16.7% | $93,606-17.3% | $65,185+18.8% |
| Participation rate | 90.0% | 74.0%+16.0pp | 75.8%+14.2pp | 70.2%+19.8pp |
| Annual return | 18.82% | 42.58%-23.8pp | 32.76%-13.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $521 | $2,012-74.1% | $2,718-80.8% | $2,177-76.1% |
| Participant deferral / active EE | $4,052 | $3,342+21.3% | $4,069-0.4% | $3,514+15.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |