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 | $106,378 | $176,491-39.7% | $95,952+10.9% | $90,288+17.8% |
| Participation rate | 98.6% | 86.6%+12.1pp | 77.1%+21.6pp | 73.4%+25.3pp |
| Annual return | 22.55% | 20.14%+2.4pp | 91.61%-69.1pp | 53.97%-31.4pp |
| Employer contribution / active EE | $1,784 | $2,789-36.0% | $2,541-29.8% | $2,524-29.3% |
| Participant deferral / active EE | $7,013 | $5,340+31.3% | $4,167+68.3% | $4,232+65.7% |
| Admin fee / account holder | $55 | $154-64.6% | $6,795-99.2% | $114-52.2% |