Filed July 12, 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.
Employer 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 | $77,672 | $58,083+33.7% | $80,019-2.9% | $56,287+38.0% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | -5.15% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $51 | $1,932-97.4% | $2,468-98.0% | $2,111-97.6% |
| Participant deferral / active EE | $2,918 | $3,135-6.9% | $3,686-20.8% | $3,350-12.9% |
| Admin fee / account holder | $194 | $623-68.8% | $6,521-97.0% | $521-62.7% |