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 | $141,691 | $46,722+203.3% | $130,648+8.5% | $65,185+117.4% |
| Participation rate | 99.3% | 60.9%+38.4pp | 71.7%+27.6pp | 70.2%+29.1pp |
| Annual return | 24.18% | 24.17%0pp | 1708.96%-1684.8pp | 29.38%-5.2pp |
| Employer contribution / active EE | $11,020 | $1,488+640.8% | $4,092+169.3% | $2,177+406.3% |
| Participant deferral / active EE | $8,377 | $2,545+229.1% | $3,603+132.5% | $3,514+138.4% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |