Filed June 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,524 | $31,370-53.7% | $74,583-80.5% | $63,975-77.3% |
| Participation rate | 97.4% | 42.6%+54.9pp | 68.1%+29.3pp | 71.1%+26.3pp |
| Annual return | 9.78% | -105.16%+114.9pp | 20.47%-10.7pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,185 | $822+44.1% | $2,525-53.1% | $2,182-45.7% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |