Filed October 18, 2004
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 | $22,091 | $47,977-54.0% | $154,107-85.7% | $56,287-60.8% |
| Participation rate | 74.2% | 66.2%+8.0pp | 83.0%-8.8pp | 69.9%+4.3pp |
| Annual return | -1.23% | 3.54%-4.8pp | 735.12%-736.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,702 | $2,392-28.8% | $5,081-66.5% | $3,350-49.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |