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.
Participant 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 | $78,669 | $95,542-17.7% | $69,455+13.3% | $67,579+16.4% |
| Participation rate | 98.9% | 79.4%+19.6pp | 74.6%+24.3pp | 71.3%+27.7pp |
| Annual return | 19.01% | 17.67%+1.3pp | 28.97%-10.0pp | 378.56%-359.5pp |
| Employer contribution / active EE | $6,749 | $2,989+125.8% | $2,779+142.9% | $2,148+214.2% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $107 | $90+19.5% | $3,839-97.2% | $142-24.5% |