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.
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 | $158,694 | $80,753+96.5% | $136,294+16.4% | $62,292+154.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.91% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $4,167 | $2,884+44.5% | $4,695-11.3% | $2,042+104.0% |
| Participant deferral / active EE | $5,592 | $5,164+8.3% | $6,247-10.5% | $3,169+76.5% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |