Filed April 12, 2006 (most recent of 2 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,161 | $60,396-45.1% | $83,848-60.5% | $75,289-56.0% |
| Participation rate | 98.9% | 80.7%+18.1pp | 76.1%+22.7pp | 72.4%+26.4pp |
| Annual return | -36.82% | 3.84%-40.7pp | 850.88%-887.7pp | -0.04%-36.8pp |
| Employer contribution / active EE | $4,227 | $3,343+26.4% | $3,631+16.4% | $2,405+75.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |