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 | $124,734 | $94,529+32.0% | $140,016-10.9% | $64,186+94.3% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -3.32% | 7.77%-11.1pp | 651.12%-654.4pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,559 | $3,812+19.6% | $5,606-18.7% | $2,381+91.5% |
| Participant deferral / active EE | $6,165 | $5,250+17.4% | $6,927-11.0% | $3,470+77.7% |
| Admin fee / account holder | $1 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |