Filed October 18, 2004
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,854 | $69,305-58.4% | $82,313-64.9% | $69,631-58.6% |
| Participation rate | 86.3% | 80.3%+6.0pp | 76.9%+9.4pp | 70.7%+15.6pp |
| Annual return | 15.27% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $857 | $1,887-54.6% | $2,428-64.7% | $2,032-57.8% |
| Participant deferral / active EE | $1,548 | $3,568-56.6% | $3,706-58.2% | $3,224-52.0% |
| Admin fee / account holder | $15 | $97-84.2% | $5,608-99.7% | $110-86.1% |