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 | $13,742 | $52,953-74.0% | $172,739-92.0% | $65,185-78.9% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 18.65% | 30.12%-11.5pp | 802.84%-784.2pp | 29.38%-10.7pp |
| Employer contribution / active EE | $361 | $2,190-83.5% | $5,143-93.0% | $2,177-83.4% |
| Participant deferral / active EE | $1,388 | $2,471-43.8% | $5,198-73.3% | $3,514-60.5% |
| Admin fee / account holder | $16 | $472-96.6% | $13,954-99.9% | $847-98.1% |