Filed April 9, 2002 (most recent of 3 filings on file)
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 | $139,757 | $89,274+56.5% | $149,718-6.7% | $77,958+79.3% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.7pp | 71.6%+25.2pp |
| Annual return | 15.32% | 20.36%-5.0pp | 1501.63%-1486.3pp | 20.87%-5.5pp |
| Employer contribution / active EE | $4,779 | $3,727+28.2% | $5,445-12.2% | $2,310+106.8% |
| Participant deferral / active EE | $6,923 | $5,382+28.6% | $6,569+5.4% | $3,537+95.8% |
| Admin fee / account holder | $26 | $240-89.1% | $11,283-99.8% | $97-73.2% |