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 | $246,556 | $100,801+144.6% | $149,696+64.7% | $73,409+235.9% |
| Participation rate | 94.1% | 77.7%+16.4pp | 82.5%+11.6pp | 72.2%+21.9pp |
| Annual return | 17.01% | 265.34%-248.3pp | 276.60%-259.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $8,582 | $3,312+159.2% | $4,644+84.8% | $2,234+284.2% |
| Participant deferral / active EE | $7,628 | $6,404+19.1% | $6,842+11.5% | $3,805+100.5% |
| Admin fee / account holder | $3 | $181-98.3% | $9,309-100.0% | $158-98.0% |