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.
Employer 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 | $38,455 | $52,953-27.4% | $172,739-77.7% | $65,185-41.0% |
| Participation rate | 77.3% | 66.2%+11.1pp | 82.6%-5.4pp | 70.2%+7.1pp |
| Annual return | 32.67% | 30.12%+2.5pp | 802.84%-770.2pp | 29.38%+3.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,853 | $2,471+177.4% | $5,198+31.9% | $3,514+95.0% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.0% |