Filed October 9, 2003
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 | $69,357 | $43,327+60.1% | $59,878+15.8% | $64,186+8.1% |
| Participation rate | 81.7% | 69.2%+12.6pp | 74.7%+7.0pp | 69.6%+12.2pp |
| Annual return | -4.16% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,994 | $2,028+47.6% | $2,722+10.0% | $2,381+25.8% |
| Participant deferral / active EE | $4,428 | $2,546+73.9% | $3,402+30.2% | $3,470+27.6% |
| Admin fee / account holder | $74 | $3,005-97.5% | $3,590-97.9% | $4,888-98.5% |