Filed May 4, 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 | $110,827 | $60,124+84.3% | $90,404+22.6% | $79,858+38.8% |
| Participation rate | 93.7% | 65.0%+28.7pp | 72.7%+21.0pp | 69.6%+24.0pp |
| Annual return | 19.25% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,729 | $2,938+231.1% | $3,963+145.5% | $3,740+160.1% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |