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.
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 | $128,755 | $37,884+239.9% | $79,464+62.0% | $75,289+71.0% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.6pp | 72.4%+24.5pp |
| Annual return | -4.27% | 1.06%-5.3pp | 718.14%-722.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,824 | $2,569+48.9% | $3,704+3.3% | $3,739+2.3% |
| Admin fee / account holder | $0 | $77-100.0% | $5,113-100.0% | $102-100.0% |