Filed May 12, 2006
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 | $239,596 | $62,132+285.6% | $185,823+28.9% | $73,488+226.0% |
| Participation rate | 78.5% | 67.8%+10.6pp | 78.0%+0.4pp | 70.7%+7.8pp |
| Annual return | 15.34% | 20.44%-5.1pp | 35.95%-20.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $5,065 | $1,681+201.3% | $4,087+23.9% | $2,270+123.1% |
| Participant deferral / active EE | $8,340 | $3,711+124.7% | $5,632+48.1% | $3,740+123.0% |
| Admin fee / account holder | $132 | $419-68.4% | $9,500-98.6% | $513-74.2% |