Filed May 8, 2006 (most recent of 2 filings on file)
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 | $134,675 | $86,791+55.2% | $115,037+17.1% | $59,188+127.5% |
| Participation rate | 78.9% | 72.8%+6.1pp | 81.4%-2.4pp | 69.4%+9.5pp |
| Annual return | 1.40% | 4.44%-3.0pp | 26.14%-24.7pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,321 | $2,950-55.2% | $4,608-71.3% | $2,098-37.0% |
| Participant deferral / active EE | $6,928 | $5,298+30.8% | $6,026+15.0% | $3,265+112.2% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |