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 | $15,898 | $43,717-63.6% | $81,478-80.5% | $77,958-79.6% |
| Participation rate | 97.0% | 42.5%+54.5pp | 68.0%+29.1pp | 71.6%+25.4pp |
| Annual return | 20.32% | 23.83%-3.5pp | 38.78%-18.5pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1,947 | $919+111.9% | $2,568-24.2% | $2,310-15.7% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $4,561-100.0% | $97-100.0% |