Filed February 7, 2006 (most recent of 2 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 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.
Annual investment return 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 | $44,698 | $57,976-22.9% | $62,995-29.0% | $62,292-28.2% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 11.54% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,574 | $2,415-34.8% | $2,759-43.0% | $2,042-22.9% |
| Participant deferral / active EE | $2,232 | $2,956-24.5% | $3,329-33.0% | $3,169-29.6% |
| Admin fee / account holder | $123 | $276-55.2% | $3,600-96.6% | $479-74.2% |