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 | $96,183 | $49,227+95.4% | $70,449+36.5% | $79,858+20.4% |
| Participation rate | 79.5% | 69.2%+10.3pp | 75.1%+4.5pp | 69.6%+9.9pp |
| Annual return | 15.04% | 30.06%-15.0pp | 109.03%-94.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,527 | $2,099+68.1% | $2,737+28.9% | $2,471+42.8% |
| Participant deferral / active EE | $5,509 | $2,768+99.0% | $3,709+48.5% | $3,740+47.3% |
| Admin fee / account holder | $58 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |