Filed November 12, 2002
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.
| Provider | Service type | Compensation |
|---|---|---|
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE 1200 · BETHESDA, MD 208146531 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,962 | $80,177+72.1% | $123,892+11.4% | $57,658+139.3% |
| Participation rate | 93.3% | 74.4%+18.8pp | 81.4%+11.9pp | 70.2%+23.0pp |
| Annual return | 0.51% | 17.90%-17.4pp | 47.52%-47.0pp | 5.13%-4.6pp |
| Employer contribution / active EE | $9,168 | $2,913+214.8% | $4,617+98.6% | $1,974+364.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $106-92.1% | $8,357-99.9% | $95-91.1% |