Filed July 6, 2006 (most recent of 2 filings on file)
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 | $127,455 | $57,976+119.8% | $62,995+102.3% | $62,292+104.6% |
| Participation rate | 92.9% | 75.9%+16.9pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 12.90% | 17.54%-4.6pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $4,837 | $2,415+100.3% | $2,759+75.3% | $2,042+136.9% |
| Participant deferral / active EE | $5,914 | $2,956+100.1% | $3,329+77.6% | $3,169+86.6% |
| Admin fee / account holder | $11 | $276-96.0% | $3,600-99.7% | $479-97.7% |