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 | $51,523 | $65,223-21.0% | $80,019-35.6% | $55,725-7.5% |
| Participation rate | 99.1% | 80.6%+18.6pp | 75.8%+23.3pp | 70.9%+28.3pp |
| Annual return | -5.49% | 7.59%-13.1pp | 11.22%-16.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,311 | $2,544+30.1% | $2,468+34.1% | $2,078+59.3% |
| Participant deferral / active EE | $4,251 | $3,881+9.6% | $3,686+15.3% | $3,356+26.7% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |