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 | $29,592 | $53,901-45.1% | $134,143-77.9% | $73,488-59.7% |
| Participation rate | 93.8% | 62.8%+31.0pp | 72.2%+21.7pp | 70.7%+23.2pp |
| Annual return | 13.43% | 15.82%-2.4pp | 36.33%-22.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,192 | $1,458+50.3% | $3,704-40.8% | $2,270-3.4% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |