Filed March 10, 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.
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 | $65,638 | $68,408-4.0% | $57,179+14.8% | $57,658+13.8% |
| Participation rate | 74.7% | 79.1%-4.4pp | 75.3%-0.6pp | 70.2%+4.5pp |
| Annual return | 6.96% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,420 | $2,869-15.6% | $2,682-9.8% | $1,974+22.6% |
| Participant deferral / active EE | $2,480 | $2,903-14.6% | $3,096-19.9% | $3,061-19.0% |
| Admin fee / account holder | $6 | $70-91.9% | $3,139-99.8% | $95-94.0% |