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 | $85,207 | $55,002+54.9% | $59,878+42.3% | $56,287+51.4% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.6pp |
| Annual return | -4.07% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,042 | $2,448+65.1% | $2,722+48.5% | $2,111+91.5% |
| Participant deferral / active EE | $3,233 | $3,121+3.6% | $3,402-5.0% | $3,350-3.5% |
| Admin fee / account holder | $66 | $236-71.8% | $3,590-98.1% | $521-87.2% |