Filed January 13, 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 | $105,846 | $55,002+92.4% | $59,878+76.8% | $56,287+88.0% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.7%+24.2pp | 69.9%+29.1pp |
| Annual return | -3.71% | 1.13%-4.8pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,996 | $2,448+63.2% | $2,722+46.8% | $2,111+89.3% |
| Participant deferral / active EE | $5,757 | $3,121+84.5% | $3,402+69.2% | $3,350+71.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |