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 | $57,669 | $68,408-15.7% | $57,179+0.9% | $57,6580% |
| Participation rate | 97.0% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 6.28% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $4,432 | $2,869+54.5% | $2,682+65.2% | $1,974+124.5% |
| Participant deferral / active EE | $453 | $2,903-84.4% | $3,096-85.4% | $3,061-85.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |