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.
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 | $192,032 | $85,635+124.2% | $123,892+55.0% | $63,975+200.2% |
| Participation rate | 99.9% | 74.9%+25.0pp | 81.4%+18.5pp | 71.1%+28.8pp |
| Annual return | 6.51% | 15.74%-9.2pp | 47.52%-41.0pp | 48.65%-42.1pp |
| Employer contribution / active EE | $7,043 | $3,076+128.9% | $4,617+52.5% | $2,182+222.8% |
| Participant deferral / active EE | $5,670 | $5,667+0.1% | $5,984-5.3% | $3,356+68.9% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |