Filed October 27, 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 | $61,919 | $37,117+66.8% | $147,614-58.1% | $55,191+12.2% |
| Participation rate | 95.3% | 63.6%+31.6pp | 84.6%+10.6pp | 69.2%+26.1pp |
| Annual return | 1.58% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,252 | $1,620+39.0% | $5,564-59.5% | $1,899+18.6% |
| Participant deferral / active EE | $3,525 | $1,985+77.5% | $4,895-28.0% | $3,046+15.7% |
| Admin fee / account holder | $4 | $86-95.2% | $11,611-100.0% | $91-95.5% |