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 | $389,118 | $37,196+946.1% | $154,107+152.5% | $55,725+598.3% |
| Participation rate | 71.6% | 64.1%+7.5pp | 83.0%-11.4pp | 70.9%+0.8pp |
| Annual return | -4.41% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $13,960 | $1,614+764.8% | $5,298+163.5% | $2,078+571.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $48 | $102-52.6% | $13,411-99.6% | $115-58.2% |