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 | $213,830 | $96,458+121.7% | $136,294+56.9% | $77,958+174.3% |
| Participation rate | 99.8% | 75.4%+24.5pp | 81.9%+17.9pp | 71.6%+28.2pp |
| Annual return | 13.39% | 23.78%-10.4pp | 5155.94%-5142.5pp | 20.87%-7.5pp |
| Employer contribution / active EE | $7,196 | $3,144+128.9% | $4,695+53.2% | $2,310+211.4% |
| Participant deferral / active EE | $6,085 | $5,902+3.1% | $6,247-2.6% | $3,537+72.1% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |