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 | $34,473 | $80,753-57.3% | $136,294-74.7% | $62,292-44.7% |
| Participation rate | 89.9% | 73.5%+16.4pp | 81.9%+8.0pp | 69.5%+20.4pp |
| Annual return | 10.40% | 35.83%-25.4pp | 5155.94%-5145.5pp | 28.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,939 | $5,164+92.5% | $6,247+59.1% | $3,169+213.6% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |