Filed May 16, 2003
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.
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 | $102,511 | $57,976+76.8% | $62,995+62.7% | $62,292+64.6% |
| Participation rate | 86.8% | 75.9%+10.9pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 11.49% | 17.54%-6.1pp | 87.57%-76.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $2,110 | $2,415-12.6% | $2,759-23.5% | $2,042+3.3% |
| Participant deferral / active EE | $3,762 | $2,956+27.3% | $3,329+13.0% | $3,169+18.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |