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 | $53,935 | $36,767+46.7% | $81,478-33.8% | $62,292-13.4% |
| Participation rate | 97.5% | 54.4%+43.0pp | 68.0%+29.5pp | 69.5%+28.0pp |
| Annual return | 22.33% | 173.80%-151.5pp | 38.78%-16.5pp | 28.90%-6.6pp |
| Employer contribution / active EE | $8,966 | $1,128+694.6% | $2,568+249.2% | $2,042+339.0% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |