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.
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 | $46,269 | $63,156-26.7% | $122,332-62.2% | $62,292-25.7% |
| Participation rate | 97.0% | 60.0%+37.0pp | 71.6%+25.4pp | 69.5%+27.5pp |
| Annual return | 13.58% | 20.61%-7.0pp | 30.27%-16.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,631 | $1,385+17.8% | $4,050-59.7% | $2,042-20.1% |
| Participant deferral / active EE | $2,155 | $2,321-7.2% | $3,287-34.5% | $3,169-32.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |