Filed January 6, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $130,434 | $80,177+62.7% | $123,892+5.3% | $57,658+126.2% |
| Participation rate | 84.9% | 74.4%+10.5pp | 81.4%+3.5pp | 70.2%+14.7pp |
| Annual return | 7.27% | 17.90%-10.6pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,395 | $2,913+50.9% | $4,617-4.8% | $1,974+122.7% |
| Participant deferral / active EE | $9,877 | $5,130+92.5% | $5,984+65.1% | $3,061+222.7% |
| Admin fee / account holder | $14 | $106-87.1% | $8,357-99.8% | $95-85.5% |