Filed June 23, 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 | $141,604 | $57,976+144.2% | $62,995+124.8% | $62,292+127.3% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 12.40% | 17.54%-5.1pp | 87.57%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $5,018 | $2,415+107.8% | $2,759+81.9% | $2,042+145.7% |
| Participant deferral / active EE | $5,576 | $2,956+88.6% | $3,329+67.5% | $3,169+75.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |