Filed January 19, 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 | $49,693 | $85,766-42.1% | $136,294-63.5% | $70,131-29.1% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 33.08% | 31.45%+1.6pp | 5155.94%-5122.9pp | 73.14%-40.1pp |
| Employer contribution / active EE | $2,875 | $2,966-3.1% | $4,695-38.8% | $2,342+22.7% |
| Participant deferral / active EE | $3,890 | $5,051-23.0% | $6,247-37.7% | $3,332+16.8% |
| Admin fee / account holder | $36 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |