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 | $69,198 | $60,795+13.8% | $69,455-0.4% | $65,185+6.2% |
| Participation rate | 86.0% | 74.9%+11.1pp | 74.6%+11.4pp | 70.2%+15.8pp |
| Annual return | 17.99% | 17.46%+0.5pp | 28.97%-11.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $4,700 | $2,452+91.7% | $2,779+69.1% | $2,177+115.9% |
| Participant deferral / active EE | $2,212 | $3,162-30.0% | $3,535-37.4% | $3,514-37.0% |
| Admin fee / account holder | $14 | $314-95.5% | $3,839-99.6% | $847-98.3% |