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.
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 | $97,521 | $45,035+116.5% | $62,995+54.8% | $70,131+39.1% |
| Participation rate | 86.7% | 69.5%+17.1pp | 74.8%+11.9pp | 69.5%+17.1pp |
| Annual return | 13.07% | 18.76%-5.7pp | 87.57%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,819 | $2,051+134.9% | $2,759+74.7% | $2,342+105.7% |
| Participant deferral / active EE | $6,061 | $2,465+145.9% | $3,329+82.1% | $3,332+81.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |