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 | $89,141 | $57,976+53.8% | $62,995+41.5% | $62,292+43.1% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 16.67% | 17.54%-0.9pp | 87.57%-70.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,771 | $2,415+56.2% | $2,759+36.7% | $2,042+84.6% |
| Participant deferral / active EE | $3,192 | $2,956+8.0% | $3,329-4.1% | $3,169+0.7% |
| Admin fee / account holder | $34 | $276-87.6% | $3,600-99.1% | $479-92.9% |