Filed October 25, 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 | $79,867 | $51,769+54.3% | $57,343+39.3% | $52,331+52.6% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | 1.25% | 2.43%-1.2pp | 24.39%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,033 | $2,335+29.9% | $2,689+12.8% | $1,882+61.2% |
| Participant deferral / active EE | $2,216 | $2,794-20.7% | $3,162-29.9% | $3,022-26.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |