Filed January 5, 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 | $18,518 | $56,054-67.0% | $171,082-89.2% | $62,891-70.6% |
| Participation rate | 72.2% | 62.9%+9.3pp | 76.7%-4.5pp | 69.3%+2.8pp |
| Annual return | 6.92% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $906 | $1,731-47.7% | $4,002-77.4% | $2,281-60.3% |
| Participant deferral / active EE | $1,218 | $3,158-61.4% | $4,797-74.6% | $3,203-62.0% |
| Admin fee / account holder | $43 | $3,647-98.8% | $8,520-99.5% | $4,296-99.0% |