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.
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 | $194,300 | $36,916+426.3% | $156,549+24.1% | $57,658+237.0% |
| Participation rate | 91.2% | 63.4%+27.7pp | 84.0%+7.2pp | 70.2%+21.0pp |
| Annual return | 8.07% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $15,878 | $1,926+724.5% | $4,871+226.0% | $3,061+418.8% |
| Admin fee / account holder | $1 | $82-99.2% | $13,027-100.0% | $95-99.3% |