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 | $106,002 | $72,492+46.2% | $87,100+21.7% | $72,985+45.2% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 22.36% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,392 | $1,894-26.5% | $2,521-44.8% | $2,440-43.0% |
| Participant deferral / active EE | $3,732 | $3,270+14.1% | $4,049-7.8% | $3,607+3.4% |
| Admin fee / account holder | $61 | $5,055-98.8% | $7,497-99.2% | $5,124-98.8% |