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 | $81,182 | $60,795+33.5% | $69,455+16.9% | $65,185+24.5% |
| Participation rate | 97.1% | 74.9%+22.3pp | 74.6%+22.5pp | 70.2%+26.9pp |
| Annual return | 15.39% | 17.46%-2.1pp | 28.97%-13.6pp | 29.38%-14.0pp |
| Employer contribution / active EE | $2,261 | $2,452-7.8% | $2,779-18.6% | $2,177+3.9% |
| Participant deferral / active EE | $3,375 | $3,162+6.7% | $3,535-4.5% | $3,514-4.0% |
| Admin fee / account holder | $56 | $314-82.3% | $3,839-98.6% | $847-93.4% |