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 | $102,171 | $45,382+125.1% | $154,107-33.7% | $75,289+35.7% |
| Participation rate | 87.5% | 65.9%+21.6pp | 83.0%+4.4pp | 72.4%+15.0pp |
| Annual return | -3.35% | -0.47%-2.9pp | 735.12%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $6,723 | $1,533+338.6% | $5,298+26.9% | $2,405+179.5% |
| Participant deferral / active EE | $4,510 | $2,384+89.2% | $5,081-11.2% | $3,739+20.6% |
| Admin fee / account holder | $26 | $89-70.4% | $13,411-99.8% | $102-74.1% |