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 3-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 | $49,181 | $51,769-5.0% | $57,343-14.2% | $52,331-6.0% |
| Participation rate | 89.5% | 75.2%+14.3pp | 75.1%+14.4pp | 68.1%+21.4pp |
| Annual return | 2.21% | 2.43%-0.2pp | 24.39%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,542 | $2,794+26.8% | $3,162+12.0% | $3,022+17.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |