Filed July 14, 2006 (most recent of 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,197 | $89,739-30.7% | $149,718-58.5% | $62,292-0.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.87% | 21.01%-8.1pp | 1501.63%-1488.8pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,299 | $3,233-28.9% | $5,445-57.8% | $2,042+12.6% |
| Participant deferral / active EE | $3,327 | $4,797-30.6% | $6,569-49.3% | $3,169+5.0% |
| Admin fee / account holder | $14 | $551-97.4% | $11,283-99.9% | $479-97.0% |