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 | $86,157 | $55,002+56.6% | $59,878+43.9% | $56,287+53.1% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.7%+23.5pp | 69.9%+28.4pp |
| Annual return | 9.81% | 1.13%+8.7pp | 3.46%+6.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $2,422 | $2,448-1.1% | $2,722-11.0% | $2,111+14.7% |
| Participant deferral / active EE | $5,654 | $3,121+81.1% | $3,402+66.2% | $3,350+68.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |