Filed March 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,536 | $69,159+48.3% | $125,175-18.1% | $67,579+51.7% |
| Participation rate | 91.3% | 78.2%+13.1pp | 79.8%+11.5pp | 71.3%+20.0pp |
| Annual return | 37.93% | 27.12%+10.8pp | 43.79%-5.9pp | 378.56%-340.6pp |
| Employer contribution / active EE | $8,738 | $2,023+331.9% | $3,865+126.1% | $2,148+306.8% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |