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 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 | $103,422 | $37,117+178.6% | $147,614-29.9% | $55,191+87.4% |
| Participation rate | 92.2% | 63.6%+28.5pp | 84.6%+7.5pp | 69.2%+23.0pp |
| Annual return | 1.54% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $5,680 | $1,620+250.5% | $5,564+2.1% | $1,899+199.1% |
| Participant deferral / active EE | $3,766 | $1,985+89.7% | $4,895-23.1% | $3,046+23.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |