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 | $91,568 | $84,948+7.8% | $70,449+30.0% | $73,409+24.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.47% | 13.39%-0.9pp | 109.03%-96.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,890 | $2,834-33.3% | $2,737-30.9% | $2,234-15.4% |
| Participant deferral / active EE | $3,208 | $3,387-5.3% | $3,709-13.5% | $3,805-15.7% |
| Admin fee / account holder | $18 | $98-82.0% | $3,845-99.5% | $158-88.8% |