Filed June 14, 2006 (most recent of 5 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 4-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 | $66,108 | $70,667-6.5% | $123,104-46.3% | $52,331+26.3% |
| Participation rate | 98.6% | 83.7%+14.8pp | 86.8%+11.8pp | 68.1%+30.5pp |
| Annual return | -0.50% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $5,794 | $2,946+96.7% | $5,151+12.5% | $1,882+207.9% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |