Filed October 3, 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 | $137,012 | $55,002+149.1% | $59,878+128.8% | $56,287+143.4% |
| Participation rate | 96.1% | 75.9%+20.2pp | 74.7%+21.4pp | 69.9%+26.2pp |
| Annual return | 8.14% | 1.13%+7.0pp | 3.46%+4.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $2,464 | $2,448+0.7% | $2,722-9.5% | $2,111+16.7% |
| Participant deferral / active EE | $3,654 | $3,121+17.1% | $3,402+7.4% | $3,350+9.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |