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.
Employer contribution per participant 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 | $52,563 | $84,028-37.4% | $75,696-30.6% | - |
| Participation rate | 89.2% | 79.0%+10.1pp | 74.8%+14.3pp | - |
| Annual return | 12.79% | 14.09%-1.3pp | 104.53%-91.7pp | - |
| Employer contribution / active EE | $1,248 | $2,146-41.9% | $2,743-54.5% | - |
| Participant deferral / active EE | $2,094 | $3,526-40.6% | $3,821-45.2% | - |
| Admin fee / account holder | $190 | $3,165-94.0% | $3,619-94.7% | - |