Filed July 10, 2005 (most recent of 3 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.
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 | $82,884 | $41,854+98.0% | $73,843+12.2% | $52,331+58.4% |
| Participation rate | 94.6% | 66.2%+28.4pp | 73.4%+21.2pp | 68.1%+26.5pp |
| Annual return | 0.13% | 2.11%-2.0pp | 2267.84%-2267.7pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,711 | $1,920+145.3% | $2,787+69.0% | $1,882+150.4% |
| Participant deferral / active EE | $3,277 | $2,498+31.2% | $3,583-8.5% | $3,022+8.4% |
| Admin fee / account holder | $172 | $493-65.1% | $4,880-96.5% | $592-70.9% |