Filed June 14, 2006
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 | $96,941 | $38,925+149.0% | $73,843+31.3% | $55,191+75.6% |
| Participation rate | 99.3% | 66.0%+33.2pp | 73.4%+25.8pp | 69.2%+30.1pp |
| Annual return | 1.26% | 6.31%-5.1pp | 2267.84%-2266.6pp | 10.78%-9.5pp |
| Employer contribution / active EE | $15,135 | $1,695+793.0% | $2,787+443.0% | $1,899+697.1% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |