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 | $121,738 | $95,542+27.4% | $69,455+75.3% | $67,579+80.1% |
| Participation rate | 98.8% | 79.4%+19.4pp | 74.6%+24.2pp | 71.3%+27.5pp |
| Annual return | 17.05% | 17.67%-0.6pp | 28.97%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $3,330 | $2,989+11.4% | $2,779+19.8% | $2,148+55.0% |
| Participant deferral / active EE | $4,311 | $3,263+32.1% | $3,535+21.9% | $3,539+21.8% |
| Admin fee / account holder | $0 | $90-99.8% | $3,839-100.0% | $142-99.9% |