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 | $66,222 | $57,976+14.2% | $62,995+5.1% | $62,292+6.3% |
| Participation rate | 89.3% | 75.9%+13.4pp | 74.8%+14.5pp | 69.5%+19.8pp |
| Annual return | 13.88% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $4,642 | $2,415+92.2% | $2,759+68.2% | $2,042+127.3% |
| Participant deferral / active EE | $1,878 | $2,956-36.5% | $3,329-43.6% | $3,169-40.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |