Filed July 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,834 | $70,083-34.6% | $59,878-23.5% | $55,725-17.7% |
| Participation rate | 84.5% | 78.4%+6.1pp | 74.7%+9.8pp | 70.9%+13.6pp |
| Annual return | 9.64% | 3.13%+6.5pp | 3.46%+6.2pp | 244.93%-235.3pp |
| Employer contribution / active EE | $1,745 | $2,878-39.4% | $2,722-35.9% | $2,078-16.0% |
| Participant deferral / active EE | $605 | $3,079-80.4% | $3,402-82.2% | $3,356-82.0% |
| Admin fee / account holder | $287 | $70+308.6% | $3,590-92.0% | $115+149.4% |