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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,522 | $45,035-43.3% | $62,995-59.5% | $70,131-63.6% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.4pp |
| Annual return | 15.52% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,499 | $2,051+21.8% | $2,759-9.4% | $2,342+6.7% |
| Participant deferral / active EE | $843 | $2,465-65.8% | $3,329-74.7% | $3,332-74.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |