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.
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 | $38,883 | $55,002-29.3% | $59,878-35.1% | $56,287-30.9% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | -3.30% | 1.13%-4.4pp | 3.46%-6.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,576 | $2,448-35.6% | $2,722-42.1% | $2,111-25.4% |
| Participant deferral / active EE | $2,468 | $3,121-20.9% | $3,402-27.4% | $3,350-26.3% |
| Admin fee / account holder | $124 | $236-47.3% | $3,590-96.5% | $521-76.2% |