Filed July 19, 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 | $86,998 | $38,925+123.5% | $73,843+17.8% | $55,191+57.6% |
| Participation rate | 97.3% | 66.0%+31.2pp | 73.4%+23.8pp | 69.2%+28.1pp |
| Annual return | 2.67% | 6.31%-3.6pp | 2267.84%-2265.2pp | 10.78%-8.1pp |
| Employer contribution / active EE | $2,120 | $1,695+25.1% | $2,787-24.0% | $1,899+11.6% |
| Participant deferral / active EE | $2,198 | $2,351-6.5% | $3,583-38.7% | $3,046-27.9% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |