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 | $112,892 | $64,286+75.6% | $106,387+6.1% | $55,725+102.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.5%+22.5pp | 70.9%+29.1pp |
| Annual return | -2.46% | 0.84%-3.3pp | 0.25%-2.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $4,849 | $2,367+104.9% | $3,520+37.8% | $2,078+133.3% |
| Participant deferral / active EE | $3,839 | $4,158-7.7% | $5,421-29.2% | $3,356+14.4% |
| Admin fee / account holder | $106 | $102+3.3% | $7,510-98.6% | $115-8.2% |