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 | $81,796 | $53,925+51.7% | $75,670+8.1% | $69,631+17.5% |
| Participation rate | 75.2% | 71.2%+4.0pp | 72.3%+2.9pp | 70.7%+4.6pp |
| Annual return | 18.76% | 17.84%+0.9pp | 27.34%-8.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,786 | $2,569+47.4% | $3,142+20.5% | $3,224+17.4% |
| Admin fee / account holder | $227 | $97+134.2% | $5,800-96.1% | $110+106.0% |