Filed October 5, 2006 (most recent of 14 filings on file)
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 | $112,831 | $44,221+155.2% | $121,196-6.9% | $56,287+100.5% |
| Participation rate | 99.3% | 61.1%+38.2pp | 71.7%+27.6pp | 69.9%+29.4pp |
| Annual return | -5.34% | -3.58%-1.8pp | 16.93%-22.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $11,026 | $1,480+645.1% | $4,022+174.2% | $2,111+422.3% |
| Participant deferral / active EE | $8,383 | $2,521+232.5% | $3,344+150.6% | $3,350+150.3% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |