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 | $74,338 | $54,762+35.7% | $90,281-17.7% | $72,985+1.9% |
| Participation rate | 98.6% | 65.1%+33.5pp | 73.3%+25.4pp | 69.5%+29.1pp |
| Annual return | 18.54% | 30.63%-12.1pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,023 | $2,887+212.6% | $3,885+132.2% | $3,607+150.1% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |