Filed January 23, 2006 (most recent of 3 filings on file)
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 | $109,047 | $85,199+28.0% | $57,179+90.7% | $63,975+70.5% |
| Participation rate | 99.6% | 74.0%+25.5pp | 75.3%+24.2pp | 71.1%+28.4pp |
| Annual return | 8.39% | 10.43%-2.0pp | 14.59%-6.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4,525 | $3,446+31.3% | $2,682+68.7% | $2,182+107.4% |
| Participant deferral / active EE | $3,671 | $3,109+18.1% | $3,096+18.6% | $3,356+9.4% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |