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 | $98,109 | $65,322+50.2% | $70,449+39.3% | $73,488+33.5% |
| Participation rate | 94.8% | 77.0%+17.9pp | 75.1%+19.8pp | 70.7%+24.1pp |
| Annual return | 13.03% | 15.71%-2.7pp | 109.03%-96.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,937 | $2,460-21.3% | $2,737-29.2% | $2,270-14.7% |
| Participant deferral / active EE | $3,534 | $3,375+4.7% | $3,709-4.7% | $3,740-5.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |