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 | $211,394 | $136,307+55.1% | $177,821+18.9% | $73,488+187.7% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.6pp |
| Annual return | 19.26% | 18.68%+0.6pp | 48.32%-29.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $3,224 | $3,712-13.2% | $5,918-45.5% | $2,270+42.0% |
| Participant deferral / active EE | $6,937 | $5,829+19.0% | $7,714-10.1% | $3,740+85.5% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |