Filed January 30, 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 | $27,774 | $44,221-37.2% | $121,196-77.1% | $56,287-50.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | 8.46% | -3.58%+12.0pp | 16.93%-8.5pp | -9.96%+18.4pp |
| Employer contribution / active EE | $1,036 | $1,480-30.0% | $4,022-74.2% | $2,111-50.9% |
| Participant deferral / active EE | $1,424 | $2,521-43.5% | $3,344-57.4% | $3,350-57.5% |
| Admin fee / account holder | $30 | $480-93.8% | $5,019-99.4% | $521-94.3% |