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 | $430,274 | $46,173+831.9% | $170,442+152.4% | $69,631+517.9% |
| Participation rate | 83.1% | 63.9%+19.2pp | 83.6%-0.5pp | 70.7%+12.4pp |
| Annual return | 16.78% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $14,887 | $1,610+824.8% | $5,433+174.0% | $2,032+632.6% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |