Filed June 17, 2006 (most recent of 8 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 8-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,052 | $48,835-28.2% | $170,442-79.4% | $177,276-80.2% |
| Participation rate | 98.7% | 72.1%+26.6pp | 83.6%+15.1pp | 74.8%+23.9pp |
| Annual return | 0.00% | 19.44%-19.4pp | 205.93%-205.9pp | 21.25%-21.3pp |
| Employer contribution / active EE | $4,325 | $1,798+140.5% | $5,433-20.4% | $2,479+74.5% |
| Participant deferral / active EE | $2,883 | $2,757+4.6% | $4,939-41.6% | $3,881-25.7% |
| Admin fee / account holder | $0 | $52-100.0% | $13,880-100.0% | $154-100.0% |