Filed January 17, 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 | $40,310 | $38,969+3.4% | $109,313-63.1% | $55,167-26.9% |
| Participation rate | 99.2% | 58.2%+41.0pp | 71.3%+28.0pp | 69.0%+30.2pp |
| Annual return | 6.52% | 8.26%-1.7pp | 22.07%-15.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,684 | $1,227+37.3% | $3,892-56.7% | $1,963-14.2% |
| Participant deferral / active EE | $2,156 | $2,176-0.9% | $3,166-31.9% | $3,054-29.4% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |