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 | $83,617 | $45,073+85.5% | $69,455+20.4% | $72,985+14.6% |
| Participation rate | 93.1% | 68.5%+24.6pp | 74.6%+18.5pp | 69.5%+23.6pp |
| Annual return | 21.29% | 22.65%-1.4pp | 28.97%-7.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,505 | $2,054+70.7% | $2,779+26.1% | $2,440+43.7% |
| Participant deferral / active EE | $4,966 | $2,602+90.9% | $3,535+40.4% | $3,607+37.6% |
| Admin fee / account holder | $93 | $3,056-96.9% | $3,839-97.6% | $5,124-98.2% |