Filed July 1, 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 | $94,103 | $95,542-1.5% | $69,455+35.5% | $67,579+39.2% |
| Participation rate | 98.9% | 79.4%+19.5pp | 74.6%+24.2pp | 71.3%+27.6pp |
| Annual return | 19.56% | 17.67%+1.9pp | 28.97%-9.4pp | 378.56%-359.0pp |
| Employer contribution / active EE | $9,267 | $2,989+210.1% | $2,779+233.5% | $2,148+331.5% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $31 | $90-65.4% | $3,839-99.2% | $142-78.2% |