Filed April 22, 2002
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 | $170,519 | $55,002+210.0% | $59,878+184.8% | $56,287+202.9% |
| Participation rate | 90.1% | 75.9%+14.2pp | 74.7%+15.4pp | 69.9%+20.2pp |
| Annual return | -4.08% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $10,618 | $2,448+333.8% | $2,722+290.1% | $2,111+403.0% |
| Participant deferral / active EE | $10,193 | $3,121+226.6% | $3,402+199.6% | $3,350+204.3% |
| Admin fee / account holder | $254 | $236+7.6% | $3,590-92.9% | $521-51.3% |