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 | $69,398 | $80,211-13.5% | $74,183-6.5% | $63,975+8.5% |
| Participation rate | 98.2% | 84.2%+14.0pp | 76.6%+21.6pp | 71.1%+27.0pp |
| Annual return | 10.78% | 14.13%-3.4pp | 17.74%-7.0pp | 48.65%-37.9pp |
| Employer contribution / active EE | $3,700 | $2,553+44.9% | $2,370+56.1% | $2,182+69.6% |
| Participant deferral / active EE | $5,925 | $4,370+35.6% | $3,550+66.9% | $3,356+76.5% |
| Admin fee / account holder | $4 | $67-94.6% | $5,586-99.9% | $70-94.8% |