Filed January 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,305 | $70,002-59.6% | $115,037-75.4% | $52,331-45.9% |
| Participation rate | 93.8% | 72.1%+21.7pp | 81.4%+12.4pp | 68.1%+25.7pp |
| Annual return | -20.49% | 4.04%-24.5pp | 26.14%-46.6pp | 4.54%-25.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $10,190 | $4,920+107.1% | $6,026+69.1% | $3,022+237.2% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |