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 | $72,382 | $74,552-2.9% | $62,995+14.9% | $69,631+3.9% |
| Participation rate | 72.0% | 78.3%-6.3pp | 74.8%-2.8pp | 70.7%+1.3pp |
| Annual return | 14.38% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,330 | $2,929-20.5% | $2,759-15.5% | $2,032+14.7% |
| Participant deferral / active EE | $2,376 | $2,974-20.1% | $3,329-28.6% | $3,224-26.3% |
| Admin fee / account holder | $6 | $59-90.1% | $3,600-99.8% | $110-94.7% |