Filed November 22, 2005
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 | $43,683 | $62,324-29.9% | $68,509-36.2% | $55,191-20.9% |
| Participation rate | 98.5% | 78.9%+19.6pp | 74.7%+23.8pp | 69.2%+29.3pp |
| Annual return | -0.55% | 4.26%-4.8pp | 8.27%-8.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,687 | $2,223+20.9% | $2,278+18.0% | $1,899+41.5% |
| Participant deferral / active EE | $3,237 | $3,425-5.5% | $3,382-4.3% | $3,046+6.3% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |