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 | $56,861 | $75,284-24.5% | $91,001-37.5% | $69,631-18.3% |
| Participation rate | 99.3% | 80.4%+19.0pp | 75.6%+23.7pp | 70.7%+28.7pp |
| Annual return | 17.06% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,143 | $2,473+27.1% | $2,456+28.0% | $2,032+54.7% |
| Participant deferral / active EE | $3,738 | $3,700+1.0% | $3,547+5.4% | $3,224+15.9% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |