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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,245 | $60,795+160.3% | $69,455+127.8% | $65,185+142.8% |
| Participation rate | 97.6% | 74.9%+22.7pp | 74.6%+22.9pp | 70.2%+27.4pp |
| Annual return | 5.10% | 17.46%-12.4pp | 28.97%-23.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $5,792 | $2,452+136.2% | $2,779+108.4% | $2,177+166.1% |
| Participant deferral / active EE | $2,534 | $3,162-19.9% | $3,535-28.3% | $3,514-27.9% |
| Admin fee / account holder | $253 | $314-19.2% | $3,839-93.4% | $847-70.1% |