Filed July 21, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,353 | $57,976-33.8% | $62,995-39.1% | $62,292-38.4% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 10.62% | 17.54%-6.9pp | 87.57%-76.9pp | 28.90%-18.3pp |
| Employer contribution / active EE | $2,274 | $2,415-5.8% | $2,759-17.6% | $2,042+11.4% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |