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 | $110,770 | $47,456+133.4% | $172,739-35.9% | $77,787+42.4% |
| Participation rate | 83.8% | 66.3%+17.6pp | 82.6%+1.2pp | 73.2%+10.6pp |
| Annual return | 20.79% | 35.57%-14.8pp | 802.84%-782.0pp | 32.57%-11.8pp |
| Employer contribution / active EE | $5,715 | $1,574+263.0% | $5,143+11.1% | $2,504+128.2% |
| Participant deferral / active EE | $3,862 | $2,560+50.9% | $5,198-25.7% | $3,967-2.7% |
| Admin fee / account holder | $35 | $81-56.9% | $13,954-99.8% | $100-65.2% |