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 | $156,778 | $82,683+89.6% | $133,980+17.0% | $65,292+140.1% |
| Participation rate | 91.9% | 87.3%+4.5pp | 87.1%+4.8pp | 72.4%+19.4pp |
| Annual return | 7.64% | 9.63%-2.0pp | 29.30%-21.7pp | 11.84%-4.2pp |
| Employer contribution / active EE | $3,610 | $3,583+0.7% | $5,211-30.7% | $2,302+56.8% |
| Participant deferral / active EE | $8,095 | $5,190+56.0% | $6,282+28.9% | $3,579+126.2% |
| Admin fee / account holder | $0 | $66-100.0% | $9,324-100.0% | $57-100.0% |