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 | $123,643 | $78,422+57.7% | $95,952+28.9% | $79,858+54.8% |
| Participation rate | 82.7% | 73.5%+9.2pp | 77.1%+5.6pp | 69.6%+13.0pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $612 | $1,945-68.5% | $2,541-75.9% | $2,471-75.2% |
| Participant deferral / active EE | $3,601 | $3,440+4.7% | $4,167-13.6% | $3,740-3.7% |
| Admin fee / account holder | $77 | $5,622-98.6% | $6,795-98.9% | $5,306-98.6% |