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 | $68,020 | $89,739-24.2% | $149,718-54.6% | $62,292+9.2% |
| Participation rate | 80.1% | 85.1%-5.0pp | 87.1%-6.9pp | 69.5%+10.6pp |
| Annual return | 15.42% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,067 | $3,233-67.0% | $5,445-80.4% | $2,042-47.7% |
| Participant deferral / active EE | $3,650 | $4,797-23.9% | $6,569-44.4% | $3,169+15.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |