Filed December 11, 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 | $61,674 | $50,637+21.8% | $86,590-28.8% | $62,292-1.0% |
| Participation rate | 75.2% | 67.9%+7.3pp | 73.5%+1.7pp | 69.5%+5.7pp |
| Annual return | 22.16% | 20.80%+1.4pp | 964.84%-942.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,941 | $2,611+127.5% | $3,609+64.6% | $3,169+87.5% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |