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 | $72,332 | $55,002+31.5% | $59,878+20.8% | $56,287+28.5% |
| Participation rate | 94.0% | 75.9%+18.1pp | 74.7%+19.3pp | 69.9%+24.2pp |
| Annual return | -2.45% | 1.13%-3.6pp | 3.46%-5.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,723 | $2,448-29.6% | $2,722-36.7% | $2,111-18.4% |
| Participant deferral / active EE | $2,647 | $3,121-15.2% | $3,402-22.2% | $3,350-21.0% |
| Admin fee / account holder | $41 | $236-82.6% | $3,590-98.9% | $521-92.1% |