Filed November 9, 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 | $112,079 | $60,795+84.4% | $69,455+61.4% | $65,185+71.9% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.5pp | 70.2%+29.0pp |
| Annual return | 16.53% | 17.46%-0.9pp | 28.97%-12.4pp | 29.38%-12.9pp |
| Employer contribution / active EE | $8,861 | $2,452+261.4% | $2,779+218.9% | $2,177+307.1% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |