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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,879 | $53,565-18.1% | $172,739-74.6% | $82,204-46.6% |
| Participation rate | 98.6% | 69.6%+28.9pp | 82.6%+15.9pp | 73.4%+25.2pp |
| Annual return | 16.03% | 31.42%-15.4pp | 802.84%-786.8pp | 26.31%-10.3pp |
| Employer contribution / active EE | $4,090 | $1,857+120.3% | $5,143-20.5% | $2,707+51.1% |
| Participant deferral / active EE | $2,878 | $3,006-4.3% | $5,198-44.6% | $4,246-32.2% |
| Admin fee / account holder | $29 | $61-53.1% | $13,954-99.8% | $76-61.9% |