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 | $32,803 | $53,901-39.1% | $134,143-75.5% | $73,488-55.4% |
| Participation rate | 94.6% | 62.8%+31.8pp | 72.2%+22.4pp | 70.7%+23.9pp |
| Annual return | 15.13% | 15.82%-0.7pp | 36.33%-21.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $436 | $1,458-70.1% | $3,704-88.2% | $2,270-80.8% |
| Participant deferral / active EE | $2,142 | $2,739-21.8% | $3,499-38.8% | $3,740-42.7% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |