Filed May 29, 2003 (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 | $116,555 | $112,772+3.4% | $57,343+103.3% | $59,188+96.9% |
| Participation rate | 82.5% | 71.3%+11.2pp | 75.1%+7.4pp | 69.4%+13.1pp |
| Annual return | 2.21% | 0.85%+1.4pp | 24.39%-22.2pp | 5.51%-3.3pp |
| Employer contribution / active EE | $4,319 | $3,400+27.0% | $2,689+60.7% | $2,098+105.9% |
| Participant deferral / active EE | $2,525 | $3,010-16.1% | $3,162-20.2% | $3,265-22.7% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-100.0% |