Filed November 9, 2005
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 | $73,051 | $56,640+29.0% | $80,975-9.8% | $57,658+26.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 9.11% | 19.97%-10.9pp | 17.10%-8.0pp | 5.13%+4.0pp |
| Employer contribution / active EE | $6,821 | $2,085+227.1% | $3,714+83.6% | $1,974+245.6% |
| Participant deferral / active EE | $0 | $4,944-100.0% | $5,696-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |