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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,142 | $66,124+4.6% | $90,404-23.5% | $73,488-5.9% |
| Participation rate | 72.8% | 69.7%+3.1pp | 72.7%+0.1pp | 70.7%+2.1pp |
| Annual return | 8.14% | 17.65%-9.5pp | 1293.02%-1284.9pp | 28.51%-20.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,765 | $3,039+89.7% | $3,963+45.5% | $3,740+54.2% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |