Filed November 13, 2005
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 | $96,835 | $51,769+87.1% | $57,343+68.9% | $52,331+85.0% |
| Participation rate | 98.5% | 75.2%+23.3pp | 75.1%+23.4pp | 68.1%+30.4pp |
| Annual return | 1.49% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $4,660 | $2,335+99.6% | $2,689+73.3% | $1,882+147.6% |
| Participant deferral / active EE | $4,101 | $2,794+46.8% | $3,162+29.7% | $3,022+35.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |