Filed February 21, 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 | $82,039 | $55,002+49.2% | $59,878+37.0% | $56,287+45.8% |
| Participation rate | 91.6% | 75.9%+15.7pp | 74.7%+16.9pp | 69.9%+21.7pp |
| Annual return | -2.07% | 1.13%-3.2pp | 3.46%-5.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,857 | $2,448-24.1% | $2,722-31.8% | $2,111-12.0% |
| Participant deferral / active EE | $3,345 | $3,121+7.2% | $3,402-1.7% | $3,350-0.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |