Filed April 27, 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 | $149,284 | $74,552+100.2% | $62,995+137.0% | $69,631+114.4% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.8%+22.5pp | 70.7%+26.6pp |
| Annual return | 14.95% | 15.77%-0.8pp | 87.57%-72.6pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $4,423 | $2,929+51.0% | $2,759+60.3% | $2,032+117.7% |
| Participant deferral / active EE | $5,511 | $2,974+85.3% | $3,329+65.5% | $3,224+70.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |