Filed November 1, 2002
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 | $149,107 | $46,869+218.1% | $122,332+21.9% | $70,131+112.6% |
| Participation rate | 88.2% | 58.2%+30.0pp | 71.6%+16.5pp | 69.5%+18.6pp |
| Annual return | 17.71% | 24.22%-6.5pp | 30.27%-12.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $8,392 | $1,288+551.7% | $4,050+107.2% | $2,342+258.3% |
| Participant deferral / active EE | $3,938 | $2,166+81.7% | $3,287+19.8% | $3,332+18.2% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |