Filed July 22, 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 | $87,034 | $56,199+54.9% | $67,652+28.6% | $59,632+46.0% |
| Participation rate | 85.6% | 71.5%+14.1pp | 75.7%+9.9pp | 68.7%+16.9pp |
| Annual return | 0.36% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,371 | $1,614+46.9% | $2,266+4.7% | $2,203+7.7% |
| Participant deferral / active EE | $3,795 | $2,844+33.5% | $3,560+6.6% | $3,192+18.9% |
| Admin fee / account holder | $10 | $3,958-99.7% | $4,821-99.8% | $4,297-99.8% |