Filed September 23, 2002
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 | $86,957 | $70,667+23.1% | $123,104-29.4% | $52,331+66.2% |
| Participation rate | 98.2% | 83.7%+14.5pp | 86.8%+11.5pp | 68.1%+30.1pp |
| Annual return | 13.57% | 6.23%+7.3pp | 13.22%+0.4pp | 4.54%+9.0pp |
| Employer contribution / active EE | $3,761 | $2,946+27.7% | $5,151-27.0% | $1,882+99.9% |
| Participant deferral / active EE | $4,621 | $4,493+2.9% | $6,230-25.8% | $3,022+52.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |