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 | $72,090 | $38,365+87.9% | $84,611-14.8% | $65,185+10.6% |
| Participation rate | 99.6% | 55.7%+43.9pp | 68.2%+31.4pp | 70.2%+29.4pp |
| Annual return | 27.30% | 32.00%-4.7pp | 258.74%-231.4pp | 29.38%-2.1pp |
| Employer contribution / active EE | $4,079 | $1,258+224.1% | $2,652+53.8% | $2,177+87.4% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |