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.
Employer contribution per participant 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 | $41,050 | $86,791-52.7% | $115,037-64.3% | $59,188-30.6% |
| Participation rate | 99.2% | 72.8%+26.3pp | 81.4%+17.8pp | 69.4%+29.7pp |
| Annual return | 4.47% | 4.44%0pp | 26.14%-21.7pp | 5.51%-1.0pp |
| Employer contribution / active EE | $60 | $2,950-98.0% | $4,608-98.7% | $2,098-97.2% |
| Participant deferral / active EE | $5,543 | $5,298+4.6% | $6,026-8.0% | $3,265+69.8% |
| Admin fee / account holder | $8 | $95-91.1% | $8,175-99.9% | $92-90.9% |