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 | $37,080 | $44,007-15.7% | $154,107-75.9% | $68,904-46.2% |
| Participation rate | 98.1% | 70.0%+28.0pp | 83.0%+15.0pp | 74.1%+23.9pp |
| Annual return | -1.78% | 8.15%-9.9pp | 735.12%-736.9pp | 1.07%-2.9pp |
| Employer contribution / active EE | $4,255 | $1,732+145.7% | $5,298-19.7% | $2,540+67.5% |
| Participant deferral / active EE | $2,916 | $2,813+3.7% | $5,081-42.6% | $4,015-27.4% |
| Admin fee / account holder | $31 | $65-51.8% | $13,411-99.8% | $71-56.2% |