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 | $98,598 | $60,795+62.2% | $69,455+42.0% | $65,185+51.3% |
| Participation rate | 99.5% | 74.9%+24.6pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 19.18% | 17.46%+1.7pp | 28.97%-9.8pp | 29.38%-10.2pp |
| Employer contribution / active EE | $3,989 | $2,452+62.7% | $2,779+43.6% | $2,177+83.3% |
| Participant deferral / active EE | $3,305 | $3,162+4.5% | $3,535-6.5% | $3,514-5.9% |
| Admin fee / account holder | $43 | $314-86.1% | $3,839-98.9% | $847-94.9% |