Filed October 26, 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 | $80,235 | $52,467+52.9% | $57,179+40.3% | $55,167+45.4% |
| Participation rate | 97.9% | 75.8%+22.0pp | 75.3%+22.5pp | 69.0%+28.9pp |
| Annual return | 6.82% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $4,654 | $2,477+87.9% | $2,682+73.5% | $1,963+137.2% |
| Participant deferral / active EE | $2,248 | $2,830-20.6% | $3,096-27.4% | $3,054-26.4% |
| Admin fee / account holder | $2 | $269-99.4% | $3,139-100.0% | $504-99.7% |