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 | $81,100 | $52,467+54.6% | $57,179+41.8% | $55,167+47.0% |
| Participation rate | 99.4% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.5pp |
| Annual return | 7.11% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,586 | $2,477+44.8% | $2,682+33.7% | $1,963+82.7% |
| Participant deferral / active EE | $2,888 | $2,830+2.0% | $3,096-6.7% | $3,054-5.4% |
| Admin fee / account holder | $35 | $269-87.1% | $3,139-98.9% | $504-93.1% |