Filed July 3, 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 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.
Annual investment return 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 | $14,099 | $45,035-68.7% | $62,995-77.6% | $70,131-79.9% |
| Participation rate | 98.6% | 69.5%+29.0pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 10.93% | 18.76%-7.8pp | 87.57%-76.6pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,955 | $2,051-4.7% | $2,759-29.1% | $2,342-16.5% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |