Filed December 10, 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 | $58,871 | $63,924-7.9% | $108,579-45.8% | $55,167+6.7% |
| Participation rate | 95.9% | 74.3%+21.5pp | 79.6%+16.3pp | 69.0%+26.9pp |
| Annual return | 29.30% | 15.31%+14.0pp | -51.70%+81.0pp | 169.23%-139.9pp |
| Employer contribution / active EE | $869 | $1,879-53.7% | $3,758-76.9% | $1,963-55.7% |
| Participant deferral / active EE | $5,527 | $3,067+80.2% | $4,311+28.2% | $3,054+81.0% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.2% |