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 | $75,344 | $74,089+1.7% | $133,980-43.8% | $55,167+36.6% |
| Participation rate | 98.1% | 84.3%+13.8pp | 87.1%+11.1pp | 69.0%+29.1pp |
| Annual return | 7.96% | 12.11%-4.1pp | 29.30%-21.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,869 | $3,064+91.6% | $5,211+12.6% | $1,963+199.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |