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.
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 | $51,835 | $58,577-11.5% | $83,333-37.8% | $64,186-19.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.09% | 9.65%-11.7pp | 10.63%-12.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,943 | $2,098+40.3% | $3,379-12.9% | $2,381+23.6% |
| Participant deferral / active EE | $3,893 | $4,654-16.3% | $5,565-30.0% | $3,470+12.2% |
| Admin fee / account holder | $3 | $9,275-100.0% | $7,510-100.0% | $4,888-99.9% |