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 | $106,254 | $60,989+74.2% | $60,874+74.5% | $66,914+58.8% |
| Participation rate | 98.9% | 74.5%+24.4pp | 73.1%+25.8pp | 69.8%+29.1pp |
| Annual return | -14.25% | -9.60%-4.7pp | 16.90%-31.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,926 | $2,661+85.1% | $2,701+82.4% | $2,544+93.6% |
| Participant deferral / active EE | $3,799 | $3,615+5.1% | $3,817-0.5% | $4,237-10.3% |
| Admin fee / account holder | $51 | $338-85.1% | $3,224-98.4% | $593-91.5% |