Filed October 19, 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.
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 | $56,546 | $67,166-15.8% | $57,343-1.4% | $55,191+2.5% |
| Participation rate | 96.9% | 77.7%+19.2pp | 75.1%+21.8pp | 69.2%+27.8pp |
| Annual return | 1.82% | 4.22%-2.4pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,607 | $2,812+63.8% | $2,689+71.4% | $1,899+142.6% |
| Participant deferral / active EE | $464 | $2,835-83.6% | $3,162-85.3% | $3,046-84.8% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |