Filed February 23, 2005
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 | $24,631 | $42,546-42.1% | $71,796-65.7% | $55,167-55.4% |
| Participation rate | 77.7% | 59.1%+18.6pp | 69.1%+8.6pp | 69.0%+8.7pp |
| Annual return | 7.42% | 12.36%-4.9pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $775 | $803-3.5% | $1,924-59.7% | $1,963-60.5% |
| Participant deferral / active EE | $1,856 | $2,064-10.1% | $2,794-33.6% | $3,054-39.2% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |