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 | $52,037 | $96,458-46.1% | $136,294-61.8% | $77,958-33.2% |
| Participation rate | 99.1% | 75.4%+23.7pp | 81.9%+17.2pp | 71.6%+27.4pp |
| Annual return | 20.32% | 23.78%-3.5pp | 5155.94%-5135.6pp | 20.87%-0.5pp |
| Employer contribution / active EE | $69 | $3,144-97.8% | $4,695-98.5% | $2,310-97.0% |
| Participant deferral / active EE | $6,161 | $5,902+4.4% | $6,247-1.4% | $3,537+74.2% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |