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 | $112,325 | $39,859+181.8% | $78,689+42.7% | $57,658+94.8% |
| Participation rate | 99.3% | 66.1%+33.2pp | 73.6%+25.7pp | 70.2%+29.1pp |
| Annual return | 8.73% | 18.96%-10.2pp | 62.18%-53.4pp | 5.13%+3.6pp |
| Employer contribution / active EE | $16,005 | $1,786+796.3% | $2,851+461.5% | $1,974+710.9% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |