Filed July 18, 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 | $67,819 | $50,106+35.4% | $70,014-3.1% | $57,658+17.6% |
| Participation rate | 88.5% | 70.9%+17.6pp | 71.8%+16.7pp | 70.2%+18.3pp |
| Annual return | 9.58% | 14.58%-5.0pp | 12.99%-3.4pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,000 | $2,486+60.9% | $2,931+36.5% | $3,061+30.7% |
| Admin fee / account holder | $209 | $89+133.9% | $4,380-95.2% | $95+120.7% |