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 | $42,662 | $31,109+37.1% | $67,711-37.0% | $52,331-18.5% |
| Participation rate | 99.1% | 54.0%+45.1pp | 67.5%+31.6pp | 68.1%+31.0pp |
| Annual return | 29.51% | 23.70%+5.8pp | 25.41%+4.1pp | 4.54%+25.0pp |
| Employer contribution / active EE | $7,110 | $1,076+561.0% | $2,559+177.8% | $1,882+277.9% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |