Filed September 14, 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 | $134,128 | $70,002+91.6% | $115,037+16.6% | $52,331+156.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.54% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $4,132 | $2,715+52.2% | $4,608-10.3% | $1,882+119.6% |
| Participant deferral / active EE | $5,636 | $4,920+14.6% | $6,026-6.5% | $3,022+86.5% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |