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.
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 | $54,606 | $66,051-17.3% | $92,893-41.2% | $77,787-29.8% |
| Participation rate | 98.7% | 81.0%+17.7pp | 76.0%+22.7pp | 73.2%+25.5pp |
| Annual return | 52.67% | 20.69%+32.0pp | 109.41%-56.7pp | 32.57%+20.1pp |
| Employer contribution / active EE | $4,447 | $3,426+29.8% | $3,653+21.8% | $2,504+77.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,794-100.0% | $100-100.0% |