Filed August 30, 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 | $99,324 | $68,408+45.2% | $57,179+73.7% | $57,658+72.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.63% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $5,650 | $2,869+96.9% | $2,682+110.6% | $1,974+186.3% |
| Participant deferral / active EE | $4,006 | $2,903+38.0% | $3,096+29.4% | $3,061+30.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |