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 | $132,648 | $75,419+75.9% | $392,568-66.2% | $67,579+96.3% |
| Participation rate | 97.8% | 74.8%+22.9pp | 78.1%+19.7pp | 71.3%+26.5pp |
| Annual return | 21.15% | 36.70%-15.6pp | 24.42%-3.3pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,869 | $2,636+84.7% | $3,783+28.7% | $2,148+126.7% |
| Participant deferral / active EE | $4,116 | $4,347-5.3% | $5,985-31.2% | $3,539+16.3% |
| Admin fee / account holder | $298 | $114+162.0% | $6,260-95.2% | $142+109.5% |