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 | $146,600 | $74,706+96.2% | $75,696+93.7% | $79,386+84.7% |
| Participation rate | 97.2% | 75.3%+21.8pp | 74.8%+22.3pp | 70.7%+26.5pp |
| Annual return | 23.11% | 18.52%+4.6pp | 104.53%-81.4pp | 116.85%-93.7pp |
| Employer contribution / active EE | $2,207 | $2,590-14.8% | $2,743-19.5% | $2,427-9.1% |
| Participant deferral / active EE | $3,496 | $3,533-1.1% | $3,821-8.5% | $4,046-13.6% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |