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 | $70,092 | $48,261+45.2% | $68,793+1.9% | $55,725+25.8% |
| Participation rate | 81.6% | 71.0%+10.5pp | 72.2%+9.4pp | 70.9%+10.7pp |
| Annual return | -5.19% | -2.61%-2.6pp | -4.63%-0.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,792 | $2,712+39.8% | $3,311+14.5% | $3,356+13.0% |
| Admin fee / account holder | $210 | $126+66.6% | $5,131-95.9% | $115+82.5% |