Filed September 12, 2006 (most recent of 2 filings on file)
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 | $46,585 | $51,244-9.1% | $80,975-42.5% | $55,167-15.6% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.0%+25.7pp |
| Annual return | 6.96% | 17.39%-10.4pp | 17.10%-10.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,068 | $1,770+16.8% | $3,714-44.3% | $1,963+5.4% |
| Participant deferral / active EE | $2,213 | $4,418-49.9% | $5,696-61.1% | $3,054-27.5% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |