Filed January 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 | $182,948 | $86,791+110.8% | $115,037+59.0% | $59,188+209.1% |
| Participation rate | 99.8% | 72.8%+27.0pp | 81.4%+18.4pp | 69.4%+30.4pp |
| Annual return | 1.77% | 4.44%-2.7pp | 26.14%-24.4pp | 5.51%-3.7pp |
| Employer contribution / active EE | $6,869 | $2,950+132.9% | $4,608+49.1% | $2,098+227.4% |
| Participant deferral / active EE | $5,779 | $5,298+9.1% | $6,026-4.1% | $3,265+77.0% |
| Admin fee / account holder | $0 | $95-99.8% | $8,175-100.0% | $92-99.8% |