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 | $103,854 | $50,637+105.1% | $86,590+19.9% | $62,292+66.7% |
| Participation rate | 89.3% | 67.9%+21.4pp | 73.5%+15.7pp | 69.5%+19.8pp |
| Annual return | 15.58% | 20.80%-5.2pp | 964.84%-949.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $5,266 | $2,075+153.8% | $2,839+85.5% | $2,042+157.9% |
| Participant deferral / active EE | $6,810 | $2,611+160.8% | $3,609+88.7% | $3,169+114.9% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |