Filed December 31, 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.
Annual investment return 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 | $69,720 | $68,408+1.9% | $57,179+21.9% | $57,658+20.9% |
| Participation rate | 96.3% | 79.1%+17.1pp | 75.3%+20.9pp | 70.2%+26.0pp |
| Annual return | 0.89% | 8.51%-7.6pp | 14.59%-13.7pp | 5.13%-4.2pp |
| Employer contribution / active EE | $2,519 | $2,869-12.2% | $2,682-6.1% | $1,974+27.6% |
| Participant deferral / active EE | $2,899 | $2,903-0.2% | $3,096-6.4% | $3,061-5.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |