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 | $126,894 | $54,121+134.5% | $134,143-5.4% | $73,409+72.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 17.46% | -312.52%+330.0pp | 36.33%-18.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,576 | $1,402+83.7% | $3,704-30.5% | $2,234+15.3% |
| Participant deferral / active EE | $4,631 | $2,844+62.8% | $3,499+32.4% | $3,805+21.7% |
| Admin fee / account holder | $66 | $132-50.0% | $6,684-99.0% | $158-58.1% |