Filed February 4, 2005 (most recent of 3 filings on file)
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 | $103,980 | $74,024+40.5% | $77,999+33.3% | $57,658+80.3% |
| Participation rate | 82.4% | 79.7%+2.7pp | 75.5%+6.9pp | 70.2%+12.2pp |
| Annual return | 3.36% | 12.14%-8.8pp | 425.96%-422.6pp | 5.13%-1.8pp |
| Employer contribution / active EE | $12,298 | $2,365+420.0% | $2,470+397.9% | $1,974+523.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $49 | $93-47.4% | $5,480-99.1% | $95-48.1% |