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 | $86,182 | $204,517-57.9% | $69,455+24.1% | $77,787+10.8% |
| Participation rate | 98.2% | 74.6%+23.6pp | 74.6%+23.6pp | 73.2%+25.0pp |
| Annual return | 23.94% | 22.10%+1.8pp | 28.97%-5.0pp | 32.57%-8.6pp |
| Employer contribution / active EE | $2,896 | $3,548-18.4% | $2,779+4.2% | $2,504+15.6% |
| Participant deferral / active EE | $9,761 | $3,478+180.6% | $3,535+176.1% | $3,967+146.0% |
| Admin fee / account holder | $4 | $101-96.5% | $3,839-99.9% | $100-96.4% |