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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $226,290 | $57,281+295.1% | $86,612+161.3% | $75,163+201.1% |
| Participation rate | 85.9% | 63.2%+22.7pp | 71.7%+14.2pp | 67.2%+18.7pp |
| Annual return | 12.20% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,530 | $3,318+277.7% | $4,438+182.4% | $4,125+203.8% |
| Admin fee / account holder | $4 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |