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.
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 | $65,514 | $68,408-4.2% | $57,179+14.6% | $57,658+13.6% |
| Participation rate | 97.6% | 79.1%+18.4pp | 75.3%+22.2pp | 70.2%+27.4pp |
| Annual return | 1.95% | 8.51%-6.6pp | 14.59%-12.6pp | 5.13%-3.2pp |
| Employer contribution / active EE | $2,854 | $2,869-0.5% | $2,682+6.4% | $1,974+44.6% |
| Participant deferral / active EE | $2,350 | $2,903-19.1% | $3,096-24.1% | $3,061-23.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |