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 | $190,832 | $48,076+296.9% | $78,689+142.5% | $62,891+203.4% |
| Participation rate | 95.8% | 65.2%+30.6pp | 73.6%+22.2pp | 69.3%+26.5pp |
| Annual return | 6.59% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $20,576 | $2,015+921.3% | $2,851+621.8% | $2,281+802.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |