Filed December 19, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,042 | $68,408+104.7% | $57,179+144.9% | $57,658+142.9% |
| Participation rate | 98.0% | 79.1%+18.8pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 1.12% | 8.51%-7.4pp | 14.59%-13.5pp | 5.13%-4.0pp |
| Employer contribution / active EE | $7,761 | $2,869+170.5% | $2,682+189.3% | $1,974+293.2% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $70-98.2% | $3,139-100.0% | $95-98.7% |