Filed October 18, 2004 (most recent of 2 filings on file)
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.
Employer 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 | $53,669 | $98,982-45.8% | $162,163-66.9% | $65,185-17.7% |
| Participation rate | 85.9% | 85.8%+0.1pp | 87.6%-1.6pp | 70.2%+15.7pp |
| Annual return | 28.51% | 24.84%+3.7pp | 115.59%-87.1pp | 29.38%-0.9pp |
| Employer contribution / active EE | $1,301 | $3,467-62.5% | $5,614-76.8% | $2,177-40.2% |
| Participant deferral / active EE | $3,848 | $5,384-28.5% | $7,298-47.3% | $3,514+9.5% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |