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 | $71,144 | $78,852-9.8% | $76,768-7.3% | $75,289-5.5% |
| Participation rate | 96.4% | 85.0%+11.4pp | 77.0%+19.5pp | 72.4%+24.0pp |
| Annual return | -2.15% | -1.29%-0.9pp | 2.43%-4.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $3,693 | $2,794+32.1% | $2,485+48.6% | $2,405+53.5% |
| Participant deferral / active EE | $6,070 | $4,800+26.5% | $3,852+57.6% | $3,739+62.4% |
| Admin fee / account holder | $6 | $79-92.8% | $6,675-99.9% | $102-94.4% |