Filed June 25, 2002 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $391,469 | $36,916+960.4% | $156,549+150.1% | $57,658+578.9% |
| Participation rate | 74.0% | 63.4%+10.6pp | 84.0%-10.0pp | 70.2%+3.8pp |
| Annual return | 7.66% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $18,941 | $1,571+1106.0% | $5,501+244.3% | $1,974+859.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $82-90.0% | $13,027-99.9% | $95-91.3% |