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 | $66,649 | $74,552-10.6% | $62,995+5.8% | $69,631-4.3% |
| Participation rate | 97.4% | 78.3%+19.2pp | 74.8%+22.6pp | 70.7%+26.8pp |
| Annual return | 15.46% | 15.77%-0.3pp | 87.57%-72.1pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,758 | $2,974+60.0% | $3,329+42.9% | $3,224+47.6% |
| Admin fee / account holder | $4 | $59-92.5% | $3,600-99.9% | $110-96.0% |