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 | $106,130 | $84,948+24.9% | $70,449+50.6% | $73,409+44.6% |
| Participation rate | 97.3% | 79.9%+17.3pp | 75.1%+22.2pp | 72.2%+25.1pp |
| Annual return | 13.20% | 13.39%-0.2pp | 109.03%-95.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $6,095 | $2,834+115.1% | $2,737+122.7% | $2,234+172.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $68 | $98-31.2% | $3,845-98.2% | $158-57.2% |