Filed March 15, 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 | $148,924 | $74,089+101.0% | $133,980+11.2% | $55,167+170.0% |
| Participation rate | 99.3% | 84.3%+15.0pp | 87.1%+12.2pp | 69.0%+30.3pp |
| Annual return | 16.66% | 12.11%+4.5pp | 29.30%-12.6pp | 169.23%-152.6pp |
| Employer contribution / active EE | $7,342 | $3,064+139.6% | $5,211+40.9% | $1,963+274.1% |
| Participant deferral / active EE | $9,203 | $4,678+96.7% | $6,282+46.5% | $3,054+201.3% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.4% |