Filed August 20, 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.
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 | $37,314 | $88,122-57.7% | $141,162-73.6% | $67,579-44.8% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 21.18% | 75.40%-54.2pp | 71.39%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,566 | $3,224+41.6% | $4,735-3.6% | $2,148+112.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $131-98.5% | $10,261-100.0% | $142-98.6% |