Filed January 28, 2004 (most recent of 4 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.
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 | $36,207 | $70,667-48.8% | $123,104-70.6% | $52,331-30.8% |
| Participation rate | 99.1% | 83.7%+15.3pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | 27.60% | 6.23%+21.4pp | 13.22%+14.4pp | 4.54%+23.1pp |
| Employer contribution / active EE | $1,992 | $2,946-32.4% | $5,151-61.3% | $1,882+5.9% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |