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 | $91,449 | $60,795+50.4% | $69,455+31.7% | $65,185+40.3% |
| Participation rate | 94.0% | 74.9%+19.1pp | 74.6%+19.4pp | 70.2%+23.8pp |
| Annual return | 16.98% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,935 | $2,452-21.1% | $2,779-30.4% | $2,177-11.1% |
| Participant deferral / active EE | $3,656 | $3,162+15.6% | $3,535+3.4% | $3,514+4.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |