Filed September 30, 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 | $69,771 | $87,173-20.0% | $59,878+16.5% | $75,289-7.3% |
| Participation rate | 97.9% | 74.5%+23.5pp | 74.7%+23.2pp | 72.4%+25.5pp |
| Annual return | -2.82% | -2.14%-0.7pp | 3.46%-6.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,821 | $3,473-47.6% | $2,722-33.1% | $2,405-24.3% |
| Participant deferral / active EE | $9,009 | $3,379+166.6% | $3,402+164.8% | $3,739+141.0% |
| Admin fee / account holder | $1 | $75-99.2% | $3,590-100.0% | $102-99.4% |