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.
Annual investment return 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 | $45,198 | $98,982-54.3% | $162,163-72.1% | $65,185-30.7% |
| Participation rate | 98.3% | 85.8%+12.6pp | 87.6%+10.8pp | 70.2%+28.1pp |
| Annual return | -12.56% | 24.84%-37.4pp | 115.59%-128.2pp | 29.38%-41.9pp |
| Employer contribution / active EE | $1,745 | $3,467-49.7% | $5,614-68.9% | $2,177-19.8% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |