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 | $162,958 | $65,322+149.5% | $70,449+131.3% | $73,488+121.7% |
| Participation rate | 96.3% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.6pp |
| Annual return | 4.72% | 15.71%-11.0pp | 109.03%-104.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $6,272 | $2,460+155.0% | $2,737+129.2% | $2,270+176.3% |
| Participant deferral / active EE | $2,822 | $3,375-16.4% | $3,709-23.9% | $3,740-24.5% |
| Admin fee / account holder | $278 | $214+29.8% | $3,845-92.8% | $513-45.9% |