Filed October 10, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $132,013 | $41,256+220.0% | $86,590+52.5% | $77,958+69.3% |
| Participation rate | 96.8% | 63.0%+33.8pp | 73.5%+23.2pp | 71.6%+25.1pp |
| Annual return | 16.90% | 17.67%-0.8pp | 964.84%-947.9pp | 20.87%-4.0pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,836 | $2,332+236.0% | $3,609+117.1% | $3,537+121.6% |
| Admin fee / account holder | $0 | $71-100.0% | $4,906-100.0% | $97-100.0% |