Filed June 14, 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 | $133,075 | $52,467+153.6% | $57,179+132.7% | $55,167+141.2% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 3.23% | 7.72%-4.5pp | 14.59%-11.4pp | 169.23%-166.0pp |
| Employer contribution / active EE | $6,128 | $2,477+147.4% | $2,682+128.5% | $1,963+212.3% |
| Participant deferral / active EE | $5,447 | $2,830+92.5% | $3,096+75.9% | $3,054+78.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |