Filed October 27, 2006
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 | $43,771 | $51,769-15.4% | $57,343-23.7% | $52,331-16.4% |
| Participation rate | 95.3% | 75.2%+20.1pp | 75.1%+20.2pp | 68.1%+27.2pp |
| Annual return | 3.31% | 2.43%+0.9pp | 24.39%-21.1pp | 4.54%-1.2pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,608 | $2,794+29.1% | $3,162+14.1% | $3,022+19.4% |
| Admin fee / account holder | $138 | $295-53.3% | $3,356-95.9% | $592-76.7% |