Filed October 28, 2002
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 | $35,181 | $41,854-15.9% | $73,843-52.4% | $52,331-32.8% |
| Participation rate | 99.2% | 66.2%+33.0pp | 73.4%+25.8pp | 68.1%+31.1pp |
| Annual return | 1.58% | 2.11%-0.5pp | 2267.84%-2266.3pp | 4.54%-3.0pp |
| Employer contribution / active EE | $6,175 | $1,920+221.6% | $2,787+121.5% | $1,882+228.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |