Filed December 6, 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 | $181,508 | $45,152+302.0% | $73,843+145.8% | $59,632+204.4% |
| Participation rate | 96.1% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.4pp |
| Annual return | 1.43% | 27.40%-26.0pp | 2267.84%-2266.4pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $17,515 | $1,902+821.0% | $2,787+528.4% | $2,203+695.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |