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 | $88,102 | $75,284+17.0% | $91,001-3.2% | $69,631+26.5% |
| Participation rate | 89.4% | 80.4%+9.0pp | 75.6%+13.8pp | 70.7%+18.7pp |
| Annual return | -6.15% | 48.40%-54.6pp | 4.60%-10.8pp | 27571.02%-27577.2pp |
| Employer contribution / active EE | $7,252 | $2,473+193.3% | $2,456+195.3% | $2,032+256.9% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $264 | $111+138.4% | $5,417-95.1% | $110+138.7% |