Filed January 6, 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 | $107,939 | $70,083+54.0% | $59,878+80.3% | $55,725+93.7% |
| Participation rate | 98.8% | 78.4%+20.5pp | 74.7%+24.1pp | 70.9%+28.0pp |
| Annual return | 7.41% | 3.13%+4.3pp | 3.46%+3.9pp | 244.93%-237.5pp |
| Employer contribution / active EE | $5,402 | $2,878+87.7% | $2,722+98.5% | $2,078+160.0% |
| Participant deferral / active EE | $4,197 | $3,079+36.3% | $3,402+23.4% | $3,356+25.1% |
| Admin fee / account holder | $28 | $70-59.9% | $3,590-99.2% | $115-75.5% |