Filed April 7, 2006
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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,702 | $51,769-54.2% | $57,343-58.7% | $52,331-54.7% |
| Participation rate | 98.0% | 75.2%+22.8pp | 75.1%+22.9pp | 68.1%+29.9pp |
| Annual return | 1.36% | 2.43%-1.1pp | 24.39%-23.0pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,322 | $2,335-0.6% | $2,689-13.6% | $1,882+23.4% |
| Participant deferral / active EE | $723 | $2,794-74.1% | $3,162-77.1% | $3,022-76.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |