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 | $240,958 | $127,481+89.0% | $149,696+61.0% | $90,288+166.9% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.5%+17.4pp | 73.4%+26.5pp |
| Annual return | 12.10% | 57.78%-45.7pp | 276.60%-264.5pp | 53.97%-41.9pp |
| Employer contribution / active EE | $7,537 | $3,448+118.6% | $4,644+62.3% | $2,524+198.6% |
| Participant deferral / active EE | $6,602 | $6,975-5.3% | $6,842-3.5% | $4,232+56.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |