Filed January 22, 2004
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 | $12,480 | $47,977-74.0% | $154,107-91.9% | $56,287-77.8% |
| Participation rate | 97.7% | 66.2%+31.5pp | 83.0%+14.7pp | 69.9%+27.9pp |
| Annual return | -4.53% | 3.54%-8.1pp | 735.12%-739.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $446 | $2,169-79.5% | $5,298-91.6% | $2,111-78.9% |
| Participant deferral / active EE | $1,599 | $2,392-33.2% | $5,081-68.5% | $3,350-52.3% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.2% |