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 | $57,756 | $67,166-14.0% | $57,343+0.7% | $55,191+4.6% |
| Participation rate | 97.8% | 77.7%+20.1pp | 75.1%+22.7pp | 69.2%+28.7pp |
| Annual return | 3.61% | 4.22%-0.6pp | 24.39%-20.8pp | 10.78%-7.2pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,094 | $2,835+79.7% | $3,162+61.1% | $3,046+67.2% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |