Filed December 3, 2005
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 | $35,388 | $36,916-4.1% | $156,549-77.4% | $57,658-38.6% |
| Participation rate | 86.3% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | 8.88% | 12.38%-3.5pp | 32.23%-23.3pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,371 | $1,571-12.7% | $5,501-75.1% | $1,974-30.5% |
| Participant deferral / active EE | $2,423 | $1,926+25.8% | $4,871-50.3% | $3,061-20.8% |
| Admin fee / account holder | $66 | $82-19.9% | $13,027-99.5% | $95-30.1% |