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.
Participant contribution per participant 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 | $12,839 | $47,977-73.2% | $154,107-91.7% | $56,287-77.2% |
| Participation rate | 79.3% | 66.2%+13.2pp | 83.0%-3.7pp | 69.9%+9.5pp |
| Annual return | -5.35% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,292 | $2,169+51.8% | $5,298-37.9% | $2,111+56.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $438-99.9% | $13,411-100.0% | $521-99.9% |