Filed September 7, 2004
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 | $96,087 | $111,608-13.9% | $177,821-46.0% | $73,409+30.9% |
| Participation rate | 99.8% | 87.9%+12.0pp | 87.7%+12.1pp | 72.2%+27.7pp |
| Annual return | 17.44% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,705 | $6,199-8.0% | $7,714-26.0% | $3,805+49.9% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |