Filed October 11, 2006
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,160 | $42,582-55.0% | $171,082-88.8% | $57,658-66.8% |
| Participation rate | 78.3% | 63.9%+14.4pp | 76.7%+1.6pp | 70.2%+8.0pp |
| Annual return | 8.49% | 308.67%-300.2pp | 32.56%-24.1pp | 5.13%+3.4pp |
| Employer contribution / active EE | $424 | $1,306-67.5% | $4,002-89.4% | $1,974-78.5% |
| Participant deferral / active EE | $2,120 | $2,933-27.7% | $4,797-55.8% | $3,061-30.7% |
| Admin fee / account holder | $29 | $82-64.9% | $8,520-99.7% | $95-69.4% |