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 | $69,045 | $74,552-7.4% | $62,995+9.6% | $69,631-0.8% |
| Participation rate | 99.5% | 78.3%+21.3pp | 74.8%+24.7pp | 70.7%+28.8pp |
| Annual return | 11.06% | 15.77%-4.7pp | 87.57%-76.5pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $2,785 | $2,929-4.9% | $2,759+0.9% | $2,032+37.0% |
| Participant deferral / active EE | $2,334 | $2,974-21.5% | $3,329-29.9% | $3,224-27.6% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |