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 | $486,140 | $60,545+702.9% | $92,233+427.1% | $69,631+598.2% |
| Participation rate | 99.1% | 72.2%+27.0pp | 76.5%+22.6pp | 70.7%+28.4pp |
| Annual return | 22.69% | 19.71%+3.0pp | 176.28%-153.6pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $18,507 | $2,633+602.8% | $3,679+403.0% | $2,032+810.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |