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 | $105,020 | $36,916+184.5% | $156,549-32.9% | $57,658+82.1% |
| Participation rate | 94.2% | 63.4%+30.7pp | 84.0%+10.2pp | 70.2%+23.9pp |
| Annual return | 7.68% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $6,058 | $1,571+285.7% | $5,501+10.1% | $1,974+206.9% |
| Participant deferral / active EE | $4,030 | $1,926+109.3% | $4,871-17.3% | $3,061+31.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |