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 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 | $41,775 | $32,425+28.8% | $74,583-44.0% | $55,167-24.3% |
| Participation rate | 95.9% | 54.0%+41.9pp | 68.1%+27.7pp | 69.0%+26.9pp |
| Annual return | 7.33% | 10.63%-3.3pp | 20.47%-13.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $8,602 | $1,043+724.4% | $2,525+240.7% | $1,963+338.3% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |