Filed January 23, 2003
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 | $60,134 | $74,089-18.8% | $133,980-55.1% | $55,167+9.0% |
| Participation rate | 79.2% | 84.3%-5.1pp | 87.1%-7.9pp | 69.0%+10.2pp |
| Annual return | 11.27% | 12.11%-0.8pp | 29.30%-18.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,021 | $3,064-66.7% | $5,211-80.4% | $1,963-48.0% |
| Participant deferral / active EE | $3,321 | $4,678-29.0% | $6,282-47.1% | $3,054+8.7% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |