Filed May 27, 2003
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.
Annual investment return 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 | $21,649 | $50,637-57.2% | $86,590-75.0% | $62,292-65.2% |
| Participation rate | 99.1% | 67.9%+31.2pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 11.99% | 20.80%-8.8pp | 964.84%-952.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $3,508 | $2,075+69.0% | $2,839+23.5% | $2,042+71.8% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |