Filed April 21, 2006
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 | $24,688 | $51,620-52.2% | $90,281-72.7% | $65,185-62.1% |
| Participation rate | 74.3% | 68.6%+5.7pp | 73.3%+1.0pp | 70.2%+4.1pp |
| Annual return | 22.36% | 24.94%-2.6pp | 78.10%-55.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $381 | $2,235-82.9% | $2,854-86.6% | $2,177-82.5% |
| Participant deferral / active EE | $2,340 | $2,871-18.5% | $3,885-39.8% | $3,514-33.4% |
| Admin fee / account holder | $94 | $384-75.6% | $5,351-98.2% | $847-88.9% |