Filed October 18, 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.
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 | $140,139 | $40,256+248.1% | $57,343+144.4% | $59,632+135.0% |
| Participation rate | 96.9% | 69.2%+27.8pp | 75.1%+21.8pp | 68.7%+28.3pp |
| Annual return | 3.74% | 27.49%-23.8pp | 24.39%-20.7pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $5,889 | $1,922+206.4% | $2,689+119.0% | $2,203+167.4% |
| Participant deferral / active EE | $8,517 | $2,399+255.0% | $3,162+169.3% | $3,192+166.9% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |