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 | $25,086 | $52,467-52.2% | $57,179-56.1% | $55,167-54.5% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 6.72% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,242 | $2,477-9.5% | $2,682-16.4% | $1,963+14.3% |
| Participant deferral / active EE | $699 | $2,830-75.3% | $3,096-77.4% | $3,054-77.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |