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.
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 | $154,225 | $89,739+71.9% | $149,718+3.0% | $62,292+147.6% |
| Participation rate | 97.5% | 85.1%+12.4pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 18.66% | 21.01%-2.4pp | 1501.63%-1483.0pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,961 | $3,233-8.4% | $5,445-45.6% | $2,042+45.0% |
| Participant deferral / active EE | $6,395 | $4,797+33.3% | $6,569-2.7% | $3,169+101.8% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |