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 | $65,856 | $52,467+25.5% | $57,179+15.2% | $55,167+19.4% |
| Participation rate | 89.6% | 75.8%+13.8pp | 75.3%+14.3pp | 69.0%+20.6pp |
| Annual return | 6.70% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,586 | $2,477+85.1% | $2,682+71.0% | $1,963+133.7% |
| Participant deferral / active EE | $1,679 | $2,830-40.7% | $3,096-45.8% | $3,054-45.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |