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.
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 | $26,019 | $55,453-53.1% | $170,442-84.7% | $62,292-58.2% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 9.02% | 21.38%-12.4pp | 205.93%-196.9pp | 28.90%-19.9pp |
| Employer contribution / active EE | $437 | $2,164-79.8% | $5,433-92.0% | $2,042-78.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $455-98.0% | $13,880-99.9% | $479-98.1% |