Filed June 22, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,534 | $63,299+19.3% | $91,001-17.0% | $62,292+21.3% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 20.61% | 20.99%-0.4pp | 4.60%+16.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,594 | $1,807-11.8% | $2,456-35.1% | $2,042-22.0% |
| Participant deferral / active EE | $3,045 | $2,943+3.5% | $3,547-14.2% | $3,169-3.9% |
| Admin fee / account holder | $5 | $468-98.9% | $5,417-99.9% | $479-98.9% |