Filed January 9, 2002 (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.
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 | $66,783 | $71,957-7.2% | $67,652-1.3% | $59,188+12.8% |
| Participation rate | 97.5% | 82.7%+14.9pp | 75.7%+21.9pp | 69.4%+28.1pp |
| Annual return | 0.74% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $3,795 | $2,432+56.1% | $2,266+67.5% | $2,098+80.9% |
| Participant deferral / active EE | $5,944 | $4,211+41.1% | $3,560+67.0% | $3,265+82.1% |
| Admin fee / account holder | $5 | $64-92.3% | $4,821-99.9% | $92-94.7% |