Filed October 22, 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 5-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 | $68,778 | $67,166+2.4% | $57,343+19.9% | $55,191+24.6% |
| Participation rate | 92.7% | 77.7%+15.0pp | 75.1%+17.6pp | 69.2%+23.5pp |
| Annual return | 1.94% | 4.22%-2.3pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,736 | $2,835+67.1% | $3,162+49.8% | $3,046+55.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |