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 | $79,475 | $49,227+61.4% | $70,449+12.8% | $79,858-0.5% |
| Participation rate | 85.6% | 69.2%+16.4pp | 75.1%+10.5pp | 69.6%+15.9pp |
| Annual return | 14.30% | 30.06%-15.8pp | 109.03%-94.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,832 | $2,099+130.2% | $2,737+76.6% | $2,471+95.6% |
| Participant deferral / active EE | $2,464 | $2,768-11.0% | $3,709-33.6% | $3,740-34.1% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |