Filed May 26, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,884 | $55,453-65.9% | $170,442-88.9% | $62,292-69.7% |
| Participation rate | 98.8% | 66.4%+32.5pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 13.62% | 21.38%-7.8pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $691 | $2,164-68.1% | $5,433-87.3% | $2,042-66.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |