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 | $188,949 | $89,739+110.6% | $149,718+26.2% | $62,292+203.3% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.1pp | 69.5%+26.7pp |
| Annual return | 28.36% | 21.01%+7.3pp | 1501.63%-1473.3pp | 28.90%-0.5pp |
| Employer contribution / active EE | $7,419 | $3,233+129.5% | $5,445+36.3% | $2,042+263.3% |
| Participant deferral / active EE | $9,896 | $4,797+106.3% | $6,569+50.6% | $3,169+212.3% |
| Admin fee / account holder | $8 | $551-98.5% | $11,283-99.9% | $479-98.3% |