Filed February 17, 2004
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 | $94,076 | $68,408+37.5% | $57,179+64.5% | $57,658+63.2% |
| Participation rate | 98.2% | 79.1%+19.1pp | 75.3%+22.9pp | 70.2%+28.0pp |
| Annual return | 31.58% | 8.51%+23.1pp | 14.59%+17.0pp | 5.13%+26.4pp |
| Employer contribution / active EE | $9,193 | $2,869+220.4% | $2,682+242.7% | $1,974+365.8% |
| Participant deferral / active EE | $4,115 | $2,903+41.8% | $3,096+32.9% | $3,061+34.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |