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 | $59,436 | $45,551+30.5% | $59,878-0.7% | - |
| Participation rate | 86.9% | 69.1%+17.8pp | 74.7%+12.2pp | - |
| Annual return | -3.49% | 11.07%-14.6pp | 3.46%-6.9pp | - |
| Employer contribution / active EE | $4,970 | $2,465+101.6% | $2,722+82.6% | - |
| Participant deferral / active EE | $2,216 | $2,507-11.6% | $3,402-34.8% | - |
| Admin fee / account holder | $0 | $6,446-100.0% | $3,590-100.0% | - |