Filed May 23, 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 | $102,004 | $65,820+55.0% | $108,745-6.2% | $57,658+76.9% |
| Participation rate | 95.4% | 72.7%+22.7pp | 77.7%+17.7pp | 70.2%+25.2pp |
| Annual return | 9.78% | 21.32%-11.5pp | 46.22%-36.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,171 | $2,285+82.5% | $3,323+25.5% | $1,974+111.3% |
| Participant deferral / active EE | $3,252 | $3,578-9.1% | $5,121-36.5% | $3,061+6.2% |
| Admin fee / account holder | $0 | $91-100.0% | $6,144-100.0% | $95-100.0% |