Filed August 29, 2006 (most recent of 3 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,960 | $70,667-59.0% | $123,104-76.5% | $52,331-44.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.06% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,666 | $2,946+24.4% | $5,151-28.8% | $1,882+94.8% |
| Participant deferral / active EE | $3,021 | $4,493-32.8% | $6,230-51.5% | $3,022-0.1% |
| Admin fee / account holder | $21 | $506-95.9% | $9,015-99.8% | $592-96.5% |