Filed December 21, 2005
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 | $108,770 | $74,552+45.9% | $62,995+72.7% | $69,631+56.2% |
| Participation rate | 96.4% | 78.3%+18.1pp | 74.8%+21.6pp | 70.7%+25.7pp |
| Annual return | 14.83% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $4,224 | $2,929+44.2% | $2,759+53.1% | $2,032+107.9% |
| Participant deferral / active EE | $2,782 | $2,974-6.5% | $3,329-16.4% | $3,224-13.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |