Filed January 18, 2006 (most recent of 2 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 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 | $80,588 | $57,976+39.0% | $62,995+27.9% | $62,292+29.4% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 12.35% | 17.54%-5.2pp | 87.57%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,552 | $2,415+5.7% | $2,759-7.5% | $2,042+25.0% |
| Participant deferral / active EE | $5,079 | $2,956+71.8% | $3,329+52.6% | $3,169+60.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |