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 | $53,418 | $77,813-31.4% | $123,544-56.8% | $64,186-16.8% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.8pp |
| Annual return | 8.75% | 12.48%-3.7pp | 119.20%-110.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,433 | $3,014+13.9% | $4,628-25.8% | $2,381+44.2% |
| Participant deferral / active EE | $4,421 | $5,240-15.6% | $6,426-31.2% | $3,470+27.4% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |