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 | $59,283 | $68,408-13.3% | $57,179+3.7% | $57,658+2.8% |
| Participation rate | 97.3% | 79.1%+18.1pp | 75.3%+21.9pp | 70.2%+27.0pp |
| Annual return | 6.88% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,719 | $2,903+62.5% | $3,096+52.4% | $3,061+54.2% |
| Admin fee / account holder | $0 | $70-99.8% | $3,139-100.0% | $95-99.9% |