Filed May 5, 2005
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 | $91,745 | $51,244+79.0% | $80,975+13.3% | $55,167+66.3% |
| Participation rate | 98.1% | 71.7%+26.5pp | 75.8%+22.3pp | 69.0%+29.1pp |
| Annual return | 8.07% | 17.39%-9.3pp | 17.10%-9.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,950 | $1,770+123.1% | $3,714+6.3% | $1,963+101.3% |
| Participant deferral / active EE | $5,269 | $4,418+19.3% | $5,696-7.5% | $3,054+72.5% |
| Admin fee / account holder | $285 | $398-28.4% | $5,516-94.8% | $504-43.4% |