Filed June 28, 2002 (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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,008 | $83,458+92.9% | $123,104+30.8% | $67,505+138.5% |
| Participation rate | 91.1% | 84.5%+6.6pp | 86.8%+4.3pp | 71.2%+19.9pp |
| Annual return | -0.07% | 1.29%-1.4pp | 13.22%-13.3pp | 6.52%-6.6pp |
| Employer contribution / active EE | $3,831 | $3,087+24.1% | $5,151-25.6% | $2,173+76.3% |
| Participant deferral / active EE | $13,481 | $5,379+150.6% | $6,230+116.4% | $3,597+274.8% |
| Admin fee / account holder | $0 | $60-100.0% | $9,015-100.0% | $56-100.0% |