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 | $200,829 | $88,874+126.0% | $123,544+62.6% | $75,289+166.7% |
| Participation rate | 99.9% | 75.9%+24.0pp | 82.3%+17.6pp | 72.4%+27.5pp |
| Annual return | -3.28% | 4.22%-7.5pp | 119.20%-122.5pp | -0.04%-3.2pp |
| Employer contribution / active EE | $7,246 | $3,256+122.6% | $4,628+56.6% | $2,405+201.3% |
| Participant deferral / active EE | $6,117 | $6,174-0.9% | $6,426-4.8% | $3,739+63.6% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |