Filed October 26, 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 | $47,189 | $86,791-45.6% | $115,037-59.0% | $59,188-20.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 81.4%+17.3pp | 69.4%+29.2pp |
| Annual return | 2.40% | 4.44%-2.0pp | 26.14%-23.7pp | 5.51%-3.1pp |
| Employer contribution / active EE | $3,606 | $2,950+22.3% | $4,608-21.7% | $2,098+71.9% |
| Participant deferral / active EE | $4,603 | $5,298-13.1% | $6,026-23.6% | $3,265+41.0% |
| Admin fee / account holder | $25 | $95-73.2% | $8,175-99.7% | $92-72.4% |