Filed August 1, 2001 (most recent of 3 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $450,904 | $50,498+792.9% | $75,781+495.0% | $55,191+717.0% |
| Participation rate | 98.7% | 69.4%+29.2pp | 75.8%+22.9pp | 69.2%+29.5pp |
| Annual return | 28.42% | 1.80%+26.6pp | 9.68%+18.7pp | 10.78%+17.6pp |
| Employer contribution / active EE | $19,934 | $2,291+770.2% | $3,323+499.8% | $1,899+949.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |