Filed January 30, 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 | $119,998 | $44,873+167.4% | $79,464+51.0% | $56,287+113.2% |
| Participation rate | 99.4% | 68.7%+30.7pp | 73.3%+26.1pp | 69.9%+29.6pp |
| Annual return | -4.57% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $8,037 | $2,140+275.6% | $2,800+187.0% | $2,111+280.7% |
| Participant deferral / active EE | $10,758 | $2,746+291.8% | $3,704+190.5% | $3,350+221.2% |
| Admin fee / account holder | $206 | $418-50.7% | $5,113-96.0% | $521-60.4% |