Filed October 28, 2002
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 | $73,139 | $67,166+8.9% | $57,343+27.5% | $55,191+32.5% |
| Participation rate | 96.6% | 77.7%+18.9pp | 75.1%+21.5pp | 69.2%+27.4pp |
| Annual return | 2.28% | 4.22%-1.9pp | 24.39%-22.1pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,958 | $2,812-30.4% | $2,689-27.2% | $1,899+3.1% |
| Participant deferral / active EE | $2,280 | $2,835-19.6% | $3,162-27.9% | $3,046-25.2% |
| Admin fee / account holder | $2 | $44-95.3% | $3,356-99.9% | $91-97.7% |