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 | $49,638 | $65,322-24.0% | $70,449-29.5% | $73,488-32.5% |
| Participation rate | 90.4% | 77.0%+13.5pp | 75.1%+15.4pp | 70.7%+19.7pp |
| Annual return | 10.76% | 15.71%-5.0pp | 109.03%-98.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,416 | $2,460-42.4% | $2,737-48.3% | $2,270-37.6% |
| Participant deferral / active EE | $2,261 | $3,375-33.0% | $3,709-39.0% | $3,740-39.5% |
| Admin fee / account holder | $158 | $214-26.0% | $3,845-95.9% | $513-69.1% |