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 | $66,487 | $44,873+48.2% | $79,464-16.3% | $56,287+18.1% |
| Participation rate | 72.5% | 68.7%+3.8pp | 73.3%-0.8pp | 69.9%+2.6pp |
| Annual return | 13.79% | 0.81%+13.0pp | 718.14%-704.4pp | -9.96%+23.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,703 | $2,746+107.7% | $3,704+54.0% | $3,350+70.3% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |