Filed July 18, 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 | $118,582 | $70,083+69.2% | $59,878+98.0% | $55,725+112.8% |
| Participation rate | 98.7% | 78.4%+20.3pp | 74.7%+24.0pp | 70.9%+27.8pp |
| Annual return | -3.31% | 3.13%-6.4pp | 3.46%-6.8pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,247 | $2,878+12.8% | $2,722+19.3% | $2,078+56.2% |
| Participant deferral / active EE | $4,235 | $3,079+37.6% | $3,402+24.5% | $3,356+26.2% |
| Admin fee / account holder | $37 | $70-47.2% | $3,590-99.0% | $115-67.8% |