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 | $38,105 | $41,617-8.4% | $84,611-55.0% | $77,787-51.0% |
| Participation rate | 97.5% | 45.0%+52.5pp | 68.2%+29.3pp | 73.2%+24.3pp |
| Annual return | 73.57% | 24.97%+48.6pp | 258.74%-185.2pp | 32.57%+41.0pp |
| Employer contribution / active EE | $3,502 | $1,061+230.1% | $2,652+32.1% | $2,504+39.8% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $4,912-100.0% | $100-100.0% |