Filed March 1, 2005 (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.
Employer contribution per participant 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 | $73,127 | $67,166+8.9% | $57,343+27.5% | $55,191+32.5% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.7pp | 69.2%+26.6pp |
| Annual return | 4.36% | 4.22%+0.1pp | 24.39%-20.0pp | 10.78%-6.4pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,132 | $2,835+81.0% | $3,162+62.3% | $3,046+68.5% |
| Admin fee / account holder | $22 | $44-49.9% | $3,356-99.3% | $91-75.9% |