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 | $44,272 | $79,124-44.0% | $60,874-27.3% | $64,808-31.7% |
| Participation rate | 83.2% | 77.7%+5.5pp | 73.1%+10.1pp | 71.5%+11.7pp |
| Annual return | -11.77% | -7.13%-4.6pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $1,277 | $3,050-58.1% | $2,701-52.7% | $2,506-49.0% |
| Participant deferral / active EE | $2,233 | $3,725-40.1% | $3,817-41.5% | $4,310-48.2% |
| Admin fee / account holder | $178 | $106+68.6% | $3,224-94.5% | $188-5.2% |