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 | $85,772 | $74,552+15.1% | $62,995+36.2% | $69,631+23.2% |
| Participation rate | 96.4% | 78.3%+18.2pp | 74.8%+21.6pp | 70.7%+25.8pp |
| Annual return | 24.38% | 15.77%+8.6pp | 87.57%-63.2pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,745 | $2,974+59.5% | $3,329+42.5% | $3,224+47.2% |
| Admin fee / account holder | $45 | $59-24.8% | $3,600-98.8% | $110-59.5% |