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 | $116,347 | $68,544+69.7% | $115,752+0.5% | $69,631+67.1% |
| Participation rate | 97.7% | 74.0%+23.7pp | 77.8%+19.9pp | 70.7%+27.0pp |
| Annual return | 19.00% | 20.97%-2.0pp | 19.41%-0.4pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $4,574 | $2,400+90.6% | $3,492+31.0% | $2,032+125.1% |
| Participant deferral / active EE | $3,565 | $3,887-8.3% | $5,204-31.5% | $3,224+10.6% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |