Filed October 19, 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 | $33,198 | $63,156-47.4% | $122,332-72.9% | $62,292-46.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 20.61%-2.1pp | 30.27%-11.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $5,242 | $1,385+278.5% | $4,050+29.4% | $2,042+156.7% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $440-99.1% | $5,478-99.9% | $479-99.2% |