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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,915 | $46,722-40.3% | $130,648-78.6% | $65,185-57.2% |
| Participation rate | 95.0% | 60.9%+34.1pp | 71.7%+23.3pp | 70.2%+24.8pp |
| Annual return | 17.19% | 24.17%-7.0pp | 1708.96%-1691.8pp | 29.38%-12.2pp |
| Employer contribution / active EE | $448 | $1,488-69.9% | $4,092-89.1% | $2,177-79.4% |
| Participant deferral / active EE | $2,209 | $2,545-13.2% | $3,603-38.7% | $3,514-37.1% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |