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 | $113,037 | $46,173+144.8% | $170,442-33.7% | $69,631+62.3% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.2pp |
| Annual return | 15.61% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $7,001 | $1,610+334.9% | $5,433+28.9% | $2,032+244.5% |
| Participant deferral / active EE | $4,676 | $2,080+124.8% | $4,939-5.3% | $3,224+45.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |