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 | $41,917 | $60,795-31.1% | $69,455-39.6% | $65,185-35.7% |
| Participation rate | 89.2% | 74.9%+14.3pp | 74.6%+14.6pp | 70.2%+19.0pp |
| Annual return | 15.91% | 17.46%-1.5pp | 28.97%-13.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,325 | $2,452-46.0% | $2,779-52.3% | $2,177-39.1% |
| Participant deferral / active EE | $2,355 | $3,162-25.5% | $3,535-33.4% | $3,514-33.0% |
| Admin fee / account holder | $133 | $314-57.7% | $3,839-96.5% | $847-84.3% |