Filed October 18, 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 | $52,180 | $57,976-10.0% | $62,995-17.2% | $62,292-16.2% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 15.42% | 17.54%-2.1pp | 87.57%-72.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,637 | $2,415+9.2% | $2,759-4.4% | $2,042+29.1% |
| Participant deferral / active EE | $4,980 | $2,956+68.5% | $3,329+49.6% | $3,169+57.1% |
| Admin fee / account holder | $11 | $276-96.0% | $3,600-99.7% | $479-97.7% |