Filed March 4, 2005 (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.
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 | $53,280 | $74,089-28.1% | $133,980-60.2% | $55,167-3.4% |
| Participation rate | 94.3% | 84.3%+10.0pp | 87.1%+7.2pp | 69.0%+25.3pp |
| Annual return | 12.26% | 12.11%+0.1pp | 29.30%-17.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,845 | $3,064-39.8% | $5,211-64.6% | $1,963-6.0% |
| Participant deferral / active EE | $3,098 | $4,678-33.8% | $6,282-50.7% | $3,054+1.4% |
| Admin fee / account holder | $139 | $458-69.6% | $9,324-98.5% | $504-72.4% |