Filed October 18, 2004 (most recent of 2 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 | $116,703 | $39,122+198.3% | $57,179+104.1% | $62,891+85.6% |
| Participation rate | 85.7% | 70.5%+15.2pp | 75.3%+10.4pp | 69.3%+16.4pp |
| Annual return | 7.01% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,613 | $1,874+252.8% | $2,682+146.5% | $2,281+189.9% |
| Participant deferral / active EE | $7,145 | $2,374+201.0% | $3,096+130.8% | $3,203+123.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |