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 | $23,288 | $51,620-54.9% | $90,281-74.2% | $65,185-64.3% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.9pp | 70.2%+26.9pp |
| Annual return | 15.12% | 24.94%-9.8pp | 78.10%-63.0pp | 29.38%-14.3pp |
| Employer contribution / active EE | $3,599 | $2,235+61.0% | $2,854+26.1% | $2,177+65.3% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |