Filed October 11, 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 | $89,270 | $57,976+54.0% | $62,995+41.7% | $62,292+43.3% |
| Participation rate | 94.6% | 75.9%+18.6pp | 74.8%+19.8pp | 69.5%+25.1pp |
| Annual return | 14.04% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $7,258 | $2,415+200.6% | $2,759+163.1% | $2,042+255.4% |
| Participant deferral / active EE | $3,048 | $2,956+3.1% | $3,329-8.5% | $3,169-3.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |