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 | $24,955 | $44,221-43.6% | $121,196-79.4% | $56,287-55.7% |
| Participation rate | 94.9% | 61.1%+33.8pp | 71.7%+23.1pp | 69.9%+25.0pp |
| Annual return | -3.44% | -3.58%+0.1pp | 16.93%-20.4pp | -9.96%+6.5pp |
| Employer contribution / active EE | $441 | $1,480-70.2% | $4,022-89.0% | $2,111-79.1% |
| Participant deferral / active EE | $2,206 | $2,521-12.5% | $3,344-34.0% | $3,350-34.1% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |