Filed October 18, 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 8-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.
Participant contribution per participant 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 | $72,038 | $34,242+110.4% | $76,523-5.9% | $75,289-4.3% |
| Participation rate | 99.6% | 43.9%+55.7pp | 68.0%+31.6pp | 72.4%+27.2pp |
| Annual return | 30.64% | -0.98%+31.6pp | -0.27%+30.9pp | -0.04%+30.7pp |
| Employer contribution / active EE | $964 | $975-1.1% | $2,647-63.6% | $2,405-59.9% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,835-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $4,848-100.0% | $102-100.0% |