Filed February 4, 2005 (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.
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 | $91,444 | $51,769+76.6% | $57,343+59.5% | $52,331+74.7% |
| Participation rate | 97.5% | 75.2%+22.2pp | 75.1%+22.4pp | 68.1%+29.4pp |
| Annual return | 1.09% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $5,496 | $2,335+135.4% | $2,689+104.4% | $1,882+192.1% |
| Participant deferral / active EE | $5,626 | $2,794+101.4% | $3,162+77.9% | $3,022+86.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |