Filed August 8, 2006 (most recent of 3 filings on file)
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 8-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.
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 | $52,788 | $88,324-40.2% | $115,037-54.1% | $55,191-4.4% |
| Participation rate | 89.3% | 72.5%+16.7pp | 81.4%+7.9pp | 69.2%+20.1pp |
| Annual return | 29.64% | 6.30%+23.3pp | 26.14%+3.5pp | 10.78%+18.9pp |
| Employer contribution / active EE | $3,247 | $2,805+15.8% | $4,608-29.5% | $1,899+71.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-99.7% | $8,175-100.0% | $91-99.7% |