Filed November 29, 2005
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 | $84,642 | $95,542-11.4% | $69,455+21.9% | $67,579+25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 33.61% | 17.67%+15.9pp | 28.97%+4.6pp | 378.56%-344.9pp |
| Employer contribution / active EE | $2,780 | $2,989-7.0% | $2,7790% | $2,148+29.4% |
| Participant deferral / active EE | $3,140 | $3,263-3.7% | $3,535-11.2% | $3,539-11.3% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |