Filed May 10, 2005
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 | $42,916 | $68,408-37.3% | $57,179-24.9% | $57,658-25.6% |
| Participation rate | 89.0% | 79.1%+9.9pp | 75.3%+13.7pp | 70.2%+18.8pp |
| Annual return | 5.66% | 8.51%-2.8pp | 14.59%-8.9pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,175 | $2,869-59.0% | $2,682-56.2% | $1,974-40.5% |
| Participant deferral / active EE | $1,958 | $2,903-32.6% | $3,096-36.8% | $3,061-36.0% |
| Admin fee / account holder | $5 | $70-93.2% | $3,139-99.9% | $95-95.0% |