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 | $23,023 | $34,242-32.8% | $76,523-69.9% | $75,289-69.4% |
| Participation rate | 97.8% | 43.9%+53.8pp | 68.0%+29.8pp | 72.4%+25.3pp |
| Annual return | 59.79% | -0.98%+60.8pp | -0.27%+60.1pp | -0.04%+59.8pp |
| Employer contribution / active EE | $2,663 | $975+173.2% | $2,647+0.6% | $2,405+10.7% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,835-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $4,848-100.0% | $102-100.0% |