Filed November 15, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,499 | $74,089+81.5% | $133,980+0.4% | $55,167+143.8% |
| Participation rate | 91.5% | 84.3%+7.2pp | 87.1%+4.4pp | 69.0%+22.5pp |
| Annual return | 6.97% | 12.11%-5.1pp | 29.30%-22.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,672 | $3,064-12.8% | $5,211-48.7% | $1,963+36.2% |
| Participant deferral / active EE | $5,641 | $4,678+20.6% | $6,282-10.2% | $3,054+84.7% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |