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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,657 | $109,359+28.6% | $162,163-13.3% | $72,985+92.7% |
| Participation rate | 96.6% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.1pp |
| Annual return | 15.51% | 25.46%-9.9pp | 115.59%-100.1pp | 81.00%-65.5pp |
| Employer contribution / active EE | $4,818 | $3,907+23.3% | $5,614-14.2% | $2,440+97.5% |
| Participant deferral / active EE | $6,422 | $5,481+17.2% | $7,298-12.0% | $3,607+78.0% |
| Admin fee / account holder | $2 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |