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 | $57,699 | $46,219+24.8% | $89,391-35.5% | $90,288-36.1% |
| Participation rate | 99.1% | 44.9%+54.2pp | 68.0%+31.1pp | 73.4%+25.8pp |
| Annual return | 68.05% | 25.71%+42.3pp | 245.62%-177.6pp | 53.97%+14.1pp |
| Employer contribution / active EE | $3,904 | $953+309.7% | $2,586+51.0% | $2,524+54.7% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |