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 | $139,553 | $79,523+75.5% | $140,016-0.3% | $56,287+147.9% |
| Participation rate | 96.1% | 85.7%+10.4pp | 87.5%+8.6pp | 69.9%+26.2pp |
| Annual return | -4.95% | 2.39%-7.3pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,876 | $3,350-14.2% | $5,606-48.7% | $2,111+36.2% |
| Participant deferral / active EE | $6,151 | $5,129+19.9% | $6,927-11.2% | $3,350+83.6% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |