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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $20,530 | $44,873-54.2% | $79,464-74.2% | $56,287-63.5% |
| Participation rate | 97.1% | 68.7%+28.4pp | 73.3%+23.8pp | 69.9%+27.3pp |
| Annual return | -2.29% | 0.81%-3.1pp | 718.14%-720.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $3,968 | $2,140+85.5% | $2,800+41.7% | $2,111+88.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |