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 | $32,301 | $73,102-55.8% | $123,544-73.9% | $56,287-42.6% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | -11.32% | 3.01%-14.3pp | 119.20%-130.5pp | -9.96%-1.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,978 | $5,423+102.4% | $6,426+70.9% | $3,350+227.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |