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 | $448,057 | $57,921+673.6% | $84,750+428.7% | $57,658+677.1% |
| Participation rate | 98.7% | 72.9%+25.8pp | 76.6%+22.1pp | 70.2%+28.5pp |
| Annual return | 9.50% | 10.24%-0.7pp | 22.78%-13.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $19,231 | $2,598+640.1% | $3,574+438.0% | $1,974+874.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |