Filed November 27, 2002
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 | $24,829 | $37,134-33.1% | $100,671-75.3% | $52,331-52.6% |
| Participation rate | 91.7% | 57.7%+34.1pp | 70.7%+21.0pp | 68.1%+23.6pp |
| Annual return | 1.82% | 0.10%+1.7pp | 20.43%-18.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,328 | $1,187+96.0% | $4,012-42.0% | $1,882+23.7% |
| Participant deferral / active EE | $0 | $2,163-100.0% | $3,144-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |