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 | $79,892 | $88,730-10.0% | $82,313-2.9% | $77,958+2.5% |
| Participation rate | 98.2% | 84.5%+13.7pp | 76.9%+21.3pp | 71.6%+26.6pp |
| Annual return | 19.54% | 20.88%-1.3pp | 25.88%-6.3pp | 20.87%-1.3pp |
| Employer contribution / active EE | $3,813 | $2,758+38.2% | $2,428+57.0% | $2,310+65.0% |
| Participant deferral / active EE | $6,112 | $4,634+31.9% | $3,706+64.9% | $3,537+72.8% |
| Admin fee / account holder | $6 | $74-92.4% | $5,608-99.9% | $97-94.2% |