Filed October 18, 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 | $78,161 | $55,002+42.1% | $59,878+30.5% | $56,287+38.9% |
| Participation rate | 94.6% | 75.9%+18.7pp | 74.7%+19.9pp | 69.9%+24.7pp |
| Annual return | -0.92% | 1.13%-2.1pp | 3.46%-4.4pp | -9.96%+9.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,058 | $3,121+126.1% | $3,402+107.5% | $3,350+110.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |