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 | $113,340 | $60,795+86.4% | $69,455+63.2% | $65,185+73.9% |
| Participation rate | 96.8% | 74.9%+21.9pp | 74.6%+22.2pp | 70.2%+26.6pp |
| Annual return | 18.53% | 17.46%+1.1pp | 28.97%-10.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $5,607 | $2,452+128.7% | $2,779+101.8% | $2,177+157.6% |
| Participant deferral / active EE | $6,048 | $3,162+91.3% | $3,535+71.1% | $3,514+72.1% |
| Admin fee / account holder | $15 | $314-95.1% | $3,839-99.6% | $847-98.2% |