Filed March 18, 2003
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $629 | $43,110-98.5% | $156,549-99.6% | $65,292-99.0% |
| Participation rate | 82.4% | 69.3%+13.0pp | 84.0%-1.7pp | 72.4%+9.9pp |
| Annual return | 9.89% | 11.24%-1.4pp | 32.23%-22.3pp | 11.84%-2.0pp |
| Employer contribution / active EE | $338 | $1,702-80.2% | $5,501-93.9% | $2,302-85.3% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $47-100.0% | $13,027-100.0% | $57-100.0% |