Filed December 12, 2003
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 | $135,160 | $63,114+114.2% | $92,893+45.5% | $65,185+107.3% |
| Participation rate | 97.6% | 68.8%+28.8pp | 76.0%+21.6pp | 70.2%+27.4pp |
| Annual return | 25.79% | 28.75%-3.0pp | 109.41%-83.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,172 | $2,571-15.5% | $3,653-40.5% | $2,177-0.2% |
| Participant deferral / active EE | $10,010 | $3,108+222.1% | $4,236+136.3% | $3,514+184.9% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |