Filed July 5, 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 | $87,393 | $87,173+0.3% | $59,878+46.0% | $75,289+16.1% |
| Participation rate | 97.2% | 74.5%+22.8pp | 74.7%+22.5pp | 72.4%+24.8pp |
| Annual return | -2.99% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $4,465 | $3,473+28.6% | $2,722+64.1% | $2,405+85.7% |
| Participant deferral / active EE | $2,673 | $3,379-20.9% | $3,402-21.4% | $3,739-28.5% |
| Admin fee / account holder | $2 | $75-98.0% | $3,590-100.0% | $102-98.5% |