Filed March 9, 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.
Participant contribution per participant 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 | $43,753 | $52,903-17.3% | $73,307-40.3% | $59,632-26.6% |
| Participation rate | 94.7% | 68.2%+26.4pp | 74.9%+19.8pp | 68.7%+26.0pp |
| Annual return | 1.60% | 12.20%-10.6pp | 5.67%-4.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,665 | $1,909+39.6% | $3,237-17.7% | $2,203+21.0% |
| Participant deferral / active EE | $972 | $4,069-76.1% | $4,991-80.5% | $3,192-69.6% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |