Filed May 3, 2006 (most recent of 2 filings on file)
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 | $117,859 | $42,582+176.8% | $171,082-31.1% | $57,658+104.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 4.80% | 308.67%-303.9pp | 32.56%-27.8pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,139 | $1,306-12.8% | $4,002-71.5% | $1,974-42.3% |
| Participant deferral / active EE | $3,533 | $2,933+20.5% | $4,797-26.4% | $3,061+15.4% |
| Admin fee / account holder | $31 | $82-62.9% | $8,520-99.6% | $95-67.7% |