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 | $164,229 | $94,833+73.2% | $75,696+117.0% | $86,799+89.2% |
| Participation rate | 93.4% | 79.1%+14.3pp | 74.8%+18.6pp | 72.3%+21.1pp |
| Annual return | 12.85% | 16.91%-4.1pp | 104.53%-91.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,614 | $2,904-44.4% | $2,743-41.2% | $2,405-32.9% |
| Participant deferral / active EE | $5,293 | $3,632+45.7% | $3,821+38.5% | $4,131+28.1% |
| Admin fee / account holder | $76 | $109-30.0% | $3,619-97.9% | $170-55.2% |