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.
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 | $53,554 | $79,523-32.7% | $140,016-61.8% | $56,287-4.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -1.06% | 2.39%-3.4pp | 651.12%-652.2pp | -9.96%+8.9pp |
| Employer contribution / active EE | $2,176 | $3,350-35.0% | $5,606-61.2% | $2,111+3.1% |
| Participant deferral / active EE | $3,059 | $5,129-40.4% | $6,927-55.8% | $3,350-8.7% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.7% |