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 | $98,203 | $44,873+118.8% | $79,464+23.6% | $56,287+74.5% |
| Participation rate | 88.9% | 68.7%+20.1pp | 73.3%+15.5pp | 69.9%+19.0pp |
| Annual return | -2.51% | 0.81%-3.3pp | 718.14%-720.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $5,710 | $2,140+166.8% | $2,800+103.9% | $2,111+170.5% |
| Participant deferral / active EE | $6,968 | $2,746+153.8% | $3,704+88.1% | $3,350+108.0% |
| Admin fee / account holder | $8 | $418-98.2% | $5,113-99.9% | $521-98.5% |