Filed April 24, 2003
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 | $153,014 | $55,002+178.2% | $59,878+155.5% | $56,287+171.8% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.7%+23.3pp | 69.9%+28.1pp |
| Annual return | 8.10% | 1.13%+7.0pp | 3.46%+4.6pp | -9.96%+18.1pp |
| Employer contribution / active EE | $6,347 | $2,448+159.3% | $2,722+133.2% | $2,111+200.7% |
| Participant deferral / active EE | $2,650 | $3,121-15.1% | $3,402-22.1% | $3,350-20.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |