Filed July 12, 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.
Employer 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 | $69,896 | $88,515-21.0% | $162,163-56.9% | $67,579+3.4% |
| Participation rate | 92.0% | 86.8%+5.2pp | 87.6%+4.4pp | 71.3%+20.7pp |
| Annual return | 19.85% | 27.04%-7.2pp | 115.59%-95.7pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,156 | $3,563-67.6% | $5,614-79.4% | $2,148-46.2% |
| Participant deferral / active EE | $3,266 | $5,724-42.9% | $7,298-55.2% | $3,539-7.7% |
| Admin fee / account holder | $235 | $124+89.7% | $10,843-97.8% | $142+64.9% |