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 | $106,869 | $56,317+89.8% | $71,209+50.1% | $74,304+43.8% |
| Participation rate | 98.4% | 55.1%+43.2pp | 73.8%+24.6pp | 60.3%+38.0pp |
| Annual return | 20.42% | 42.83%-22.4pp | 282.51%-262.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,735 | $2,788+249.2% | $4,175+133.2% | $3,767+158.4% |
| Admin fee / account holder | $1 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |